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 | $47,368 | $58,512-19.0% | $84,015-43.6% | $72,985-35.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -4.49% | 28.93%-33.4pp | 71.31%-75.8pp | 81.00%-85.5pp |
| Employer contribution / active EE | $1,648 | $1,163+41.7% | $1,983-16.9% | $2,440-32.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,063 | $4,569-76.7% | $6,101-82.6% | $5,124-79.3% |