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 | $93,962 | $52,279+79.7% | $89,391+5.1% | $79,858+17.7% |
| Participation rate | 98.0% | 57.5%+40.4pp | 68.0%+30.0pp | 69.6%+28.3pp |
| Annual return | 0.58% | 22.16%-21.6pp | 245.62%-245.0pp | 31.71%-31.1pp |
| Employer contribution / active EE | $7,091 | $1,572+351.2% | $2,586+174.3% | $2,471+187.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,395 | $3,356-58.5% | $4,881-71.4% | $5,306-73.7% |