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 | $29,384 | $131,829-77.7% | $108,579-72.9% | $273,961-89.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.79% | -91.57%+86.8pp | -51.70%+46.9pp | 41.45%-46.2pp |
| Employer contribution / active EE | $1,286 | $4,912-73.8% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $5,487 | $5,127+7.0% | $4,311+27.3% | $5,287+3.8% |
| Admin fee / account holder | $2,571 | $10,252-74.9% | $7,645-66.4% | $10,132-74.6% |