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 | $27,302 | $89,652-69.5% | $141,162-80.7% | $65,185-58.1% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.6pp | 70.2%+27.9pp |
| Annual return | -0.28% | 32.79%-33.1pp | 71.39%-71.7pp | 29.38%-29.7pp |
| Employer contribution / active EE | $6,845 | $3,065+123.3% | $4,735+44.6% | $2,177+214.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $445 | $569-21.8% | $10,261-95.7% | $847-47.5% |