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 | $38,188 | $78,705-51.5% | $117,854-67.6% | $70,131-45.5% |
| Participation rate | 96.6% | 73.2%+23.4pp | 79.7%+16.9pp | 69.5%+27.0pp |
| Annual return | -10.99% | 23.30%-34.3pp | 335.08%-346.1pp | 73.14%-84.1pp |
| Employer contribution / active EE | $6,343 | $2,223+185.3% | $3,786+67.5% | $2,342+170.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,660 | $5,065-67.2% | $8,020-79.3% | $4,645-64.3% |