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 | $36,344 | $72,404-49.8% | $110,238-67.0% | $64,186-43.4% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.4pp |
| Annual return | -8.20% | -6.29%-1.9pp | 314.74%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,367 | $2,282+3.8% | $3,826-38.1% | $2,381-0.6% |
| Participant deferral / active EE | $5,561 | $3,469+60.3% | $4,672+19.0% | $3,470+60.3% |
| Admin fee / account holder | $2,104 | $5,664-62.9% | $8,547-75.4% | $4,888-57.0% |