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 | $38,776 | $47,848-19.0% | $81,478-52.4% | $70,131-44.7% |
| Participation rate | 97.3% | 58.3%+39.0pp | 68.0%+29.3pp | 69.5%+27.8pp |
| Annual return | 1.19% | 27.25%-26.1pp | 38.78%-37.6pp | 73.14%-71.9pp |
| Employer contribution / active EE | $4,551 | $1,527+198.0% | $2,568+77.2% | $2,342+94.3% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,472 | $3,145-21.4% | $4,561-45.8% | $4,645-46.8% |