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 | $42,060 | $72,177-41.7% | $115,037-63.4% | $59,632-29.5% |
| Participation rate | 94.5% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.8pp |
| Annual return | -6.51% | 12.02%-18.5pp | 26.14%-32.7pp | 2041.28%-2047.8pp |
| Employer contribution / active EE | $1,790 | $2,841-37.0% | $4,608-61.1% | $2,203-18.7% |
| Participant deferral / active EE | $6,561 | $4,783+37.2% | $6,026+8.9% | $3,192+105.6% |
| Admin fee / account holder | $1,830 | $4,927-62.9% | $8,175-77.6% | $4,297-57.4% |