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 | $19,747 | $99,341-80.1% | $84,750-76.7% | $273,961-92.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -11.56% | 22.93%-34.5pp | 22.78%-34.3pp | 41.45%-53.0pp |
| Employer contribution / active EE | $3,386 | $4,214-19.6% | $3,574-5.3% | $4,869-30.5% |
| Participant deferral / active EE | $8,751 | $4,269+105.0% | $3,712+135.8% | $5,287+65.5% |
| Admin fee / account holder | $1,837 | $6,644-72.3% | $5,332-65.5% | $10,132-81.9% |