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 | $6,857 | $71,829-90.5% | $69,780-90.2% | $142,382-95.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | -0.10% | 31.01%-31.1pp | 26.31%-26.4pp | 217.08%-217.2pp |
| Employer contribution / active EE | $1,581 | $4,385-63.9% | $4,168-62.1% | $4,299-63.2% |
| Participant deferral / active EE | $1,393 | $6,819-79.6% | $6,164-77.4% | $6,507-78.6% |
| Admin fee / account holder | $683 | $7,818-91.3% | $7,285-90.6% | $12,624-94.6% |