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 | $44,999 | $93,346-51.8% | $71,796-37.3% | $273,961-83.6% |
| Participation rate | 78.3% | 76.5%+1.7pp | 69.1%+9.1pp | 83.0%-4.8pp |
| Annual return | -3.58% | 130.39%-134.0pp | 78.04%-81.6pp | 41.45%-45.0pp |
| Employer contribution / active EE | $1,391 | $2,733-49.1% | $1,924-27.7% | $4,869-71.4% |
| Participant deferral / active EE | $1,611 | $3,475-53.6% | $2,794-42.3% | $5,287-69.5% |
| Admin fee / account holder | $2,078 | $6,571-68.4% | $4,815-56.8% | $10,132-79.5% |