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 | $38,852 | $56,277-31.0% | $80,975-52.0% | $62,891-38.2% |
| Participation rate | 92.2% | 69.0%+23.2pp | 75.8%+16.3pp | 69.3%+22.9pp |
| Annual return | 5.66% | 22.12%-16.5pp | 17.10%-11.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $518 | $1,943-73.3% | $3,714-86.1% | $2,281-77.3% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,613 | $3,741-56.9% | $5,516-70.8% | $4,296-62.4% |