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 | $27,699 | $45,566-39.2% | $64,105-56.8% | $59,632-53.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.46% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $831 | $934-11.0% | $1,820-54.3% | $2,203-62.3% |
| Participant deferral / active EE | $1,606 | $2,057-21.9% | $2,822-43.1% | $3,192-49.7% |
| Admin fee / account holder | $1,861 | $3,268-43.1% | $4,499-58.6% | $4,297-56.7% |