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 | $35,603 | $57,354-37.9% | $83,848-57.5% | $64,186-44.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.80% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $7,198 | $2,545+182.8% | $3,631+98.3% | $2,381+202.4% |
| Participant deferral / active EE | $4,420 | $2,993+47.7% | $4,082+8.3% | $3,470+27.4% |
| Admin fee / account holder | $1,112 | $4,046-72.5% | $5,478-79.7% | $4,888-77.3% |