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 | $34,986 | $158,817-78.0% | $121,196-71.1% | $135,375-74.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.84% | -0.64%-9.2pp | 16.93%-26.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,699 | $5,665-70.0% | $4,022-57.8% | $4,779-64.5% |
| Participant deferral / active EE | $6,758 | $4,005+68.7% | $3,344+102.1% | $5,609+20.5% |
| Admin fee / account holder | $2,057 | $6,512-68.4% | $5,019-59.0% | $10,827-81.0% |