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 | $56,362 | $76,401-26.2% | $106,387-47.0% | $64,186-12.2% |
| Participation rate | 95.2% | 73.5%+21.7pp | 77.5%+17.8pp | 69.6%+25.7pp |
| Annual return | -17.86% | -2.19%-15.7pp | 0.25%-18.1pp | 7.63%-25.5pp |
| Employer contribution / active EE | $3,175 | $2,680+18.4% | $3,520-9.8% | $2,381+33.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,180 | $4,610-31.0% | $7,510-57.7% | $4,888-34.9% |