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 | $47,006 | $58,512-19.7% | $84,015-44.1% | $72,985-35.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -3.31% | 28.93%-32.2pp | 71.31%-74.6pp | 81.00%-84.3pp |
| Employer contribution / active EE | $2,862 | $1,163+146.1% | $1,983+44.3% | $2,440+17.3% |
| Participant deferral / active EE | $3,435 | $2,394+43.5% | $3,239+6.1% | $3,607-4.8% |
| Admin fee / account holder | $14,284 | $4,569+212.6% | $6,101+134.1% | $5,124+178.7% |