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 | $32,356 | $54,541-40.7% | $78,778-58.9% | $70,131-53.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.27% | 21.07%-10.8pp | 35.62%-25.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,429 | $1,089+31.2% | $1,986-28.1% | $2,342-39.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,276 | $3,709+150.1% | $5,134+80.7% | $4,645+99.7% |