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 | $19,021 | $84,527-77.5% | $67,711-71.9% | $125,391-84.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.92% | 2.57%-9.5pp | 25.41%-32.3pp | 282.22%-289.1pp |
| Employer contribution / active EE | $1,573 | $3,292-52.2% | $2,559-38.5% | $4,866-67.7% |
| Participant deferral / active EE | $7,574 | $4,429+71.0% | $3,585+111.3% | $5,352+41.5% |
| Admin fee / account holder | $620 | $5,340-88.4% | $4,255-85.4% | $9,540-93.5% |