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 | $50,868 | $88,707-42.7% | $74,183-31.4% | $273,961-81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.64% | 11.94%-16.6pp | 17.74%-22.4pp | 41.45%-46.1pp |
| Employer contribution / active EE | $1,505 | $3,159-52.4% | $2,370-36.5% | $4,869-69.1% |
| Participant deferral / active EE | $6,742 | $4,212+60.1% | $3,550+89.9% | $5,287+27.5% |
| Admin fee / account holder | $667 | $8,717-92.3% | $5,586-88.1% | $10,132-93.4% |