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 | $35,321 | $50,958-30.7% | $74,550-52.6% | $64,186-45.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -8.66% | -1.86%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,941 | $1,115+163.7% | $1,961+50.0% | $2,381+23.5% |
| Participant deferral / active EE | $2,413 | $2,301+4.8% | $3,108-22.4% | $3,470-30.5% |
| Admin fee / account holder | $530 | $4,223-87.4% | $5,060-89.5% | $4,888-89.2% |