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 | $28,537 | $99,341-71.3% | $84,750-66.3% | $273,961-89.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -13.32% | 22.93%-36.3pp | 22.78%-36.1pp | 41.45%-54.8pp |
| Employer contribution / active EE | $2,847 | $4,214-32.4% | $3,574-20.3% | $4,869-41.5% |
| Participant deferral / active EE | $8,232 | $4,269+92.8% | $3,712+121.8% | $5,287+55.7% |
| Admin fee / account holder | $4,735 | $6,644-28.7% | $5,332-11.2% | $10,132-53.3% |