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 | $52,633 | $72,404-27.3% | $110,238-52.3% | $64,186-18.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.09% | -6.29%-2.8pp | 314.74%-323.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,930 | $2,282+28.4% | $3,826-23.4% | $2,381+23.0% |
| Participant deferral / active EE | $2,481 | $3,469-28.5% | $4,672-46.9% | $3,470-28.5% |
| Admin fee / account holder | $1,271 | $5,664-77.6% | $8,547-85.1% | $4,888-74.0% |