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 | $21,585 | $57,354-62.4% | $83,848-74.3% | $64,186-66.4% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.2pp | 69.6%+27.8pp |
| Annual return | -8.95% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $9,013 | $2,545+254.1% | $3,631+148.2% | $2,381+278.5% |
| Participant deferral / active EE | $2,666 | $2,993-10.9% | $4,082-34.7% | $3,470-23.2% |
| Admin fee / account holder | $2,683 | $4,046-33.7% | $5,478-51.0% | $4,888-45.1% |