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 | $43,714 | $43,327+0.9% | $59,878-27.0% | $64,186-31.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.12% | -1.55%-6.6pp | 3.46%-11.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $7,624 | $2,028+275.9% | $2,722+180.1% | $2,381+220.2% |
| Participant deferral / active EE | $7,237 | $2,546+184.3% | $3,402+112.7% | $3,470+108.6% |
| Admin fee / account holder | $2,991 | $3,005-0.5% | $3,590-16.7% | $4,888-38.8% |