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 | $32,552 | $65,041-50.0% | $90,951-64.2% | $79,858-59.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 1.94% | 30.45%-28.5pp | 134.60%-132.7pp | 31.71%-29.8pp |
| Employer contribution / active EE | $5,182 | $1,247+315.5% | $2,122+144.2% | $2,471+109.7% |
| Participant deferral / active EE | $2,193 | $2,512-12.7% | $3,373-35.0% | $3,740-41.4% |
| Admin fee / account holder | $8,999 | $4,536+98.4% | $5,959+51.0% | $5,306+69.6% |