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 | $66,965 | $93,071-28.1% | $74,583-10.2% | $273,961-75.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -4.18% | 26.18%-30.4pp | 20.47%-24.6pp | 41.45%-45.6pp |
| Employer contribution / active EE | $1,647 | $3,160-47.9% | $2,525-34.8% | $4,869-66.2% |
| Participant deferral / active EE | $3,723 | $4,160-10.5% | $3,458+7.7% | $5,287-29.6% |
| Admin fee / account holder | $1,024 | $5,272-80.6% | $4,138-75.3% | $10,132-89.9% |