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 | $76,439 | $105,630-27.6% | $87,507-12.6% | $273,961-72.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -13.53% | 12.25%-25.8pp | 12.21%-25.7pp | 41.45%-55.0pp |
| Employer contribution / active EE | $1,182 | $3,141-62.4% | $2,550-53.6% | $4,869-75.7% |
| Participant deferral / active EE | $788 | $3,601-78.1% | $3,149-75.0% | $5,287-85.1% |
| Admin fee / account holder | $642 | $4,781-86.6% | $4,221-84.8% | $10,132-93.7% |