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 | $27,057 | $56,054-51.7% | $171,082-84.2% | $62,891-57.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 3.83% | 22.52%-18.7pp | 32.56%-28.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,455 | $1,731-15.9% | $4,002-63.6% | $2,281-36.2% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,130 | $3,647-41.6% | $8,520-75.0% | $4,296-50.4% |