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 | $26,888 | $56,484-52.4% | $169,463-84.1% | $64,186-58.1% |
| Participation rate | 89.1% | 64.5%+24.6pp | 77.8%+11.3pp | 69.6%+19.6pp |
| Annual return | -8.36% | -1.55%-6.8pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,301 | $1,832-29.0% | $4,159-68.7% | $2,381-45.4% |
| Participant deferral / active EE | $2,709 | $3,448-21.4% | $5,277-48.7% | $3,470-21.9% |
| Admin fee / account holder | $1,749 | $4,174-58.1% | $9,109-80.8% | $4,888-64.2% |