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 | $15,739 | $103,949-84.9% | $69,182-77.3% | $273,961-94.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -0.50% | 35.28%-35.8pp | -21.93%+21.4pp | 41.45%-41.9pp |
| Employer contribution / active EE | $870 | $1,783-51.2% | $1,206-27.9% | $4,869-82.1% |
| Participant deferral / active EE | $675 | $2,716-75.2% | $1,897-64.4% | $5,287-87.2% |
| Admin fee / account holder | $1,055 | $3,671-71.3% | $2,697-60.9% | $10,132-89.6% |