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 4-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 | $19,927 | $80,717-75.3% | $154,803-87.1% | $84,808-76.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | -1.48% | 37.96%-39.4pp | 58.88%-60.4pp | 40.90%-42.4pp |
| Employer contribution / active EE | $3,294 | $2,761+19.3% | $4,305-23.5% | $2,631+25.2% |
| Participant deferral / active EE | $7,092 | $3,303+114.7% | $5,540+28.0% | $4,212+68.4% |
| Admin fee / account holder | $465 | $6,746-93.1% | $14,329-96.8% | $7,344-93.7% |