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 6-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 | $30,919 | $71,883-57.0% | $86,677-64.3% | $68,494-54.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -24.43% | 3.52%-28.0pp | 35.91%-60.3pp | -7.84%-16.6pp |
| Employer contribution / active EE | $8,231 | $2,173+278.8% | $2,836+190.2% | $2,596+217.0% |
| Participant deferral / active EE | $7,377 | $3,779+95.2% | $4,656+58.5% | $4,027+83.2% |
| Admin fee / account holder | $1,292 | $6,112-78.9% | $7,493-82.8% | $5,403-76.1% |