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 | $59,125 | $65,703-10.0% | $94,224-37.3% | $59,632-0.9% |
| Participation rate | 94.4% | 72.1%+22.3pp | 78.8%+15.7pp | 68.7%+25.8pp |
| Annual return | -7.00% | 5.22%-12.2pp | 10.68%-17.7pp | 2041.28%-2048.3pp |
| Employer contribution / active EE | $6,944 | $2,021+243.7% | $3,587+93.6% | $2,203+215.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,518 | $4,264-40.9% | $6,269-59.8% | $4,297-41.4% |