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 | $17,820 | $39,122-54.4% | $57,179-68.8% | $62,891-71.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -7.31% | 9.23%-16.5pp | 14.59%-21.9pp | 20.14%-27.5pp |
| Employer contribution / active EE | $4,081 | $1,874+117.8% | $2,682+52.2% | $2,281+78.9% |
| Participant deferral / active EE | $2,978 | $2,374+25.4% | $3,096-3.8% | $3,203-7.0% |
| Admin fee / account holder | $970 | $2,592-62.6% | $3,139-69.1% | $4,296-77.4% |