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 | $46,295 | $48,570-4.7% | $130,648-64.6% | $72,985-36.6% |
| Participation rate | 92.3% | 58.6%+33.7pp | 71.7%+20.6pp | 69.5%+22.8pp |
| Annual return | 2.01% | 38.63%-36.6pp | 1708.96%-1706.9pp | 81.00%-79.0pp |
| Employer contribution / active EE | $2,677 | $1,334+100.6% | $4,092-34.6% | $2,440+9.7% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,964 | $3,549+68.0% | $5,464+9.1% | $5,124+16.4% |