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 | $29,717 | $50,958-41.7% | $74,550-60.1% | $64,186-53.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.58% | -1.86%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $3,291 | $1,115+195.1% | $1,961+67.8% | $2,381+38.2% |
| Participant deferral / active EE | $7,192 | $2,301+212.5% | $3,108+131.4% | $3,470+107.3% |
| Admin fee / account holder | $1,251 | $4,223-70.4% | $5,060-75.3% | $4,888-74.4% |