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 | $37,874 | $61,660-38.6% | $80,019-52.7% | $64,186-41.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.74% | -0.33%-8.4pp | 11.22%-20.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,253 | $1,810+134.9% | $2,468+72.3% | $2,381+78.6% |
| Participant deferral / active EE | $3,091 | $2,968+4.2% | $3,686-16.1% | $3,470-10.9% |
| Admin fee / account holder | $7,538 | $5,417+39.1% | $6,521+15.6% | $4,888+54.2% |