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 7-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 | $15,035 | $43,327-65.3% | $59,878-74.9% | $64,186-76.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.38% | -1.55%-6.8pp | 3.46%-11.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $4,650 | $2,028+129.2% | $2,722+70.8% | $2,381+95.3% |
| Participant deferral / active EE | $1,984 | $2,546-22.1% | $3,402-41.7% | $3,470-42.8% |
| Admin fee / account holder | $1,425 | $3,005-52.6% | $3,590-60.3% | $4,888-70.9% |