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 | $25,890 | $158,817-83.7% | $121,196-78.6% | $135,375-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.93% | -0.64%-12.3pp | 16.93%-29.9pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,366 | $5,665-58.2% | $4,022-41.2% | $4,779-50.5% |
| Participant deferral / active EE | $6,974 | $4,005+74.1% | $3,344+108.5% | $5,609+24.3% |
| Admin fee / account holder | $493 | $6,512-92.4% | $5,019-90.2% | $10,827-95.4% |