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 | $31,667 | $52,681-39.9% | $75,781-58.2% | $59,632-46.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -4.82% | 2.95%-7.8pp | 9.68%-14.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $3,375 | $2,193+53.9% | $3,323+1.6% | $2,203+53.2% |
| Participant deferral / active EE | $2,573 | $2,591-0.7% | $3,651-29.5% | $3,192-19.4% |
| Admin fee / account holder | $2,092 | $3,610-42.1% | $5,299-60.5% | $4,297-51.3% |