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 | $29,108 | $71,883-59.5% | $86,677-66.4% | $68,494-57.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.80% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,423 | $2,173-34.5% | $2,836-49.8% | $2,596-45.2% |
| Participant deferral / active EE | $4,342 | $3,779+14.9% | $4,656-6.7% | $4,027+7.8% |
| Admin fee / account holder | $6,694 | $6,112+9.5% | $7,493-10.7% | $5,403+23.9% |