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 | $22,612 | $52,681-57.1% | $75,781-70.2% | $59,632-62.1% |
| Participation rate | 96.9% | 67.2%+29.6pp | 75.8%+21.1pp | 68.7%+28.2pp |
| Annual return | -8.00% | 2.95%-11.0pp | 9.68%-17.7pp | 2041.28%-2049.3pp |
| Employer contribution / active EE | $13,378 | $2,193+509.9% | $3,323+302.6% | $2,203+507.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $399 | $3,610-89.0% | $5,299-92.5% | $4,297-90.7% |