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 | $48,511 | $62,586-22.5% | $76,768-36.8% | $64,186-24.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.36% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $4,229 | $1,832+130.8% | $2,485+70.2% | $2,381+77.6% |
| Participant deferral / active EE | $8,446 | $3,145+168.6% | $3,852+119.3% | $3,470+143.4% |
| Admin fee / account holder | $826 | $4,667-82.3% | $6,675-87.6% | $4,888-83.1% |