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 | $50,304 | $60,349-16.6% | $74,183-32.2% | $62,891-20.0% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.2pp |
| Annual return | -3.29% | 21.37%-24.7pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $4,444 | $1,680+164.5% | $2,370+87.5% | $2,281+94.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $24,008 | $4,261+463.4% | $5,586+329.8% | $4,296+458.9% |