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 | $38,706 | $89,753-56.9% | $107,525-64.0% | $84,808-54.4% |
| Participation rate | 84.4% | 68.1%+16.3pp | 75.1%+9.3pp | 68.3%+16.1pp |
| Annual return | 2.20% | 29.48%-27.3pp | 181.32%-179.1pp | 40.90%-38.7pp |
| Employer contribution / active EE | $29,786 | $3,113+856.7% | $3,754+693.5% | $2,631+1032.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,805 | $7,222+21.9% | $8,919-1.3% | $7,344+19.9% |