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 | $43,342 | $65,685-34.0% | $57,179-24.2% | $273,961-84.2% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | -2.37% | 21.99%-24.4pp | 14.59%-17.0pp | 41.45%-43.8pp |
| Employer contribution / active EE | $2,200 | $3,279-32.9% | $2,682-18.0% | $4,869-54.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $507 | $4,835-89.5% | $3,139-83.8% | $10,132-95.0% |