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 | $47,331 | $176,812-73.2% | $146,665-67.7% | $167,490-71.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -2.57% | 24.03%-26.6pp | 22.74%-25.3pp | 478.56%-481.1pp |
| Employer contribution / active EE | $8,284 | $5,160+60.5% | $4,136+100.3% | $4,837+71.3% |
| Participant deferral / active EE | $5,131 | $6,440-20.3% | $5,506-6.8% | $6,341-19.1% |
| Admin fee / account holder | $4,905 | $13,259-63.0% | $10,280-52.3% | $12,309-60.2% |