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 | $25,726 | $158,817-83.8% | $121,196-78.8% | $135,375-81.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.50% | -0.64%-9.9pp | 16.93%-27.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $5,824 | $5,665+2.8% | $4,022+44.8% | $4,779+21.9% |
| Participant deferral / active EE | $2,496 | $4,005-37.7% | $3,344-25.4% | $5,609-55.5% |
| Admin fee / account holder | $777 | $6,512-88.1% | $5,019-84.5% | $10,827-92.8% |