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 | $58,826 | $64,480-8.8% | $81,382-27.7% | $80,856-27.2% |
| Participation rate | 98.6% | 63.9%+34.7pp | 69.5%+29.1pp | 67.6%+31.0pp |
| Annual return | -6.78% | 16.34%-23.1pp | 24.73%-31.5pp | 35.59%-42.4pp |
| Employer contribution / active EE | $4,046 | $1,978+104.5% | $2,463+64.3% | $2,755+46.9% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,747 | $5,671-51.6% | $5,768-52.4% | $6,918-60.3% |