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 | $39,720 | $64,839-38.7% | $95,585-58.4% | $84,808-53.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.82% | -670.96%+682.8pp | 38.56%-26.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,132 | $1,759-35.6% | $2,527-55.2% | $2,631-57.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,545 | $5,964-74.1% | $6,127-74.8% | $7,344-79.0% |