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 | $34,171 | $48,076-28.9% | $78,689-56.6% | $62,891-45.7% |
| Participation rate | 89.3% | 65.2%+24.1pp | 73.6%+15.7pp | 69.3%+20.0pp |
| Annual return | -2.63% | 31.35%-34.0pp | 62.18%-64.8pp | 20.14%-22.8pp |
| Employer contribution / active EE | $3,016 | $2,015+49.7% | $2,851+5.8% | $2,281+32.2% |
| Participant deferral / active EE | $1,836 | $2,588-29.1% | $3,517-47.8% | $3,203-42.7% |
| Admin fee / account holder | $15,515 | $3,207+383.7% | $4,510+244.0% | $4,296+261.2% |