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 | $34,859 | $90,503-61.5% | $78,689-55.7% | $273,961-87.3% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | -0.31% | 75.60%-75.9pp | 62.18%-62.5pp | 41.45%-41.8pp |
| Employer contribution / active EE | $2,190 | $3,176-31.0% | $2,851-23.2% | $4,869-55.0% |
| Participant deferral / active EE | $2,967 | $3,901-23.9% | $3,517-15.6% | $5,287-43.9% |
| Admin fee / account holder | $2,795 | $5,263-46.9% | $4,510-38.0% | $10,132-72.4% |