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 | $27,949 | $152,651-81.7% | $105,218-73.4% | $125,391-77.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -4.87% | 8.24%-13.1pp | 5.33%-10.2pp | 282.22%-287.1pp |
| Employer contribution / active EE | $3,961 | $4,802-17.5% | $3,255+21.7% | $4,866-18.6% |
| Participant deferral / active EE | $8,549 | $6,660+28.4% | $4,867+75.7% | $5,352+59.8% |
| Admin fee / account holder | $3,711 | $14,248-74.0% | $6,992-46.9% | $9,540-61.1% |