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 | $25,676 | $97,044-73.5% | $83,333-69.2% | $135,375-81.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.25% | 12.31%-22.6pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,815 | $4,143-56.2% | $3,379-46.3% | $4,779-62.0% |
| Participant deferral / active EE | $3,832 | $5,964-35.8% | $5,565-31.1% | $5,609-31.7% |
| Admin fee / account holder | $972 | $8,380-88.4% | $7,510-87.1% | $10,827-91.0% |