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 | $26,130 | $77,813-66.4% | $123,544-78.8% | $64,186-59.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -11.48% | 12.48%-24.0pp | 119.20%-130.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $3,187 | $3,014+5.7% | $4,628-31.1% | $2,381+33.9% |
| Participant deferral / active EE | $7,998 | $5,240+52.6% | $6,426+24.5% | $3,470+130.5% |
| Admin fee / account holder | $1,243 | $5,519-77.5% | $9,284-86.6% | $4,888-74.6% |