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 | $39,906 | $58,577-31.9% | $83,333-52.1% | $64,186-37.8% |
| Participation rate | 82.8% | 72.0%+10.8pp | 77.8%+5.1pp | 69.6%+13.2pp |
| Annual return | -14.15% | 9.65%-23.8pp | 10.63%-24.8pp | 7.63%-21.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,401 | $4,654+16.1% | $5,565-2.9% | $3,470+55.7% |
| Admin fee / account holder | $772 | $9,275-91.7% | $7,510-89.7% | $4,888-84.2% |