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 | $30,759 | $50,958-39.6% | $74,550-58.7% | $64,186-52.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.73% | -1.86%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,017 | $1,115+80.8% | $1,961+2.9% | $2,381-15.3% |
| Participant deferral / active EE | $5,200 | $2,301+125.9% | $3,108+67.3% | $3,470+49.9% |
| Admin fee / account holder | $10,229 | $4,223+142.2% | $5,060+102.2% | $4,888+109.3% |