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 | $37,076 | $99,079-62.6% | $77,999-52.5% | $273,961-86.5% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.5%+11.4pp | 83.0%+3.9pp |
| Annual return | -0.80% | 217.93%-218.7pp | 425.96%-426.8pp | 41.45%-42.3pp |
| Employer contribution / active EE | $1,097 | $3,308-66.8% | $2,470-55.6% | $4,869-77.5% |
| Participant deferral / active EE | $2,853 | $4,306-33.7% | $3,497-18.4% | $5,287-46.0% |
| Admin fee / account holder | $1,675 | $8,954-81.3% | $5,480-69.4% | $10,132-83.5% |