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 | $31,695 | $177,572-82.2% | $154,803-79.5% | $142,382-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -10.69% | 65.07%-75.8pp | 58.88%-69.6pp | 217.08%-227.8pp |
| Employer contribution / active EE | $1,545 | $4,810-67.9% | $4,305-64.1% | $4,299-64.1% |
| Participant deferral / active EE | $6,156 | $6,272-1.8% | $5,540+11.1% | $6,507-5.4% |
| Admin fee / account holder | $7,939 | $16,786-52.7% | $14,329-44.6% | $12,624-37.1% |