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 | $32,995 | $90,503-63.5% | $78,689-58.1% | $273,961-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.66% | 75.60%-78.3pp | 62.18%-64.8pp | 41.45%-44.1pp |
| Employer contribution / active EE | $3,890 | $3,176+22.5% | $2,851+36.5% | $4,869-20.1% |
| Participant deferral / active EE | $2,888 | $3,901-26.0% | $3,517-17.9% | $5,287-45.4% |
| Admin fee / account holder | $355 | $5,263-93.3% | $4,510-92.1% | $10,132-96.5% |