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 | $37,381 | $78,422-52.3% | $95,952-61.0% | $79,858-53.2% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | -5.42% | 19.37%-24.8pp | 91.61%-97.0pp | 31.71%-37.1pp |
| Employer contribution / active EE | $2,507 | $1,945+28.9% | $2,541-1.4% | $2,471+1.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,611 | $5,622-71.3% | $6,795-76.3% | $5,306-69.6% |