See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,907 | $132,239-75.9% | $105,722-69.8% | $273,961-88.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -3.17% | 10.07%-13.2pp | 12.25%-15.4pp | 41.45%-44.6pp |
| Employer contribution / active EE | $5,652 | $4,867+16.1% | $4,079+38.6% | $4,869+16.1% |
| Participant deferral / active EE | $8,518 | $6,233+36.7% | $5,326+60.0% | $5,287+61.1% |
| Admin fee / account holder | $30,075 | $12,032+149.9% | $8,308+262.0% | $10,132+196.8% |