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 | $23,139 | $62,586-63.0% | $76,768-69.9% | $64,186-63.9% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -12.27% | -1.95%-10.3pp | 2.43%-14.7pp | 7.63%-19.9pp |
| Employer contribution / active EE | $3,117 | $1,832+70.1% | $2,485+25.4% | $2,381+30.9% |
| Participant deferral / active EE | $7,285 | $3,145+131.7% | $3,852+89.1% | $3,470+110.0% |
| Admin fee / account holder | $371 | $4,667-92.1% | $6,675-94.4% | $4,888-92.4% |