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 | $34,031 | $78,694-56.8% | $67,652-49.7% | $125,391-72.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.45% | 9.46%-12.9pp | 6625.04%-6628.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $5,700 | $3,044+87.3% | $2,266+151.6% | $4,866+17.1% |
| Participant deferral / active EE | $2,776 | $4,292-35.3% | $3,560-22.0% | $5,352-48.1% |
| Admin fee / account holder | $355 | $7,403-95.2% | $4,821-92.6% | $9,540-96.3% |