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 | $26,283 | $92,222-71.5% | $76,768-65.8% | $135,375-80.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.27% | 5.46%-15.7pp | 2.43%-12.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,875 | $3,216-41.7% | $2,485-24.6% | $4,779-60.8% |
| Participant deferral / active EE | $4,795 | $4,509+6.4% | $3,852+24.5% | $5,609-14.5% |
| Admin fee / account holder | $661 | $10,748-93.9% | $6,675-90.1% | $10,827-93.9% |