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 | $33,828 | $81,947-58.7% | $105,387-67.9% | $72,985-53.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.39% | 42.90%-39.5pp | 26.82%-23.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $28,251 | $3,468+714.6% | $4,213+570.5% | $2,440+1057.9% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,137 | $6,258+30.0% | $6,559+24.1% | $5,124+58.8% |