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 8-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 | $51,733 | $64,707-20.1% | $112,228-53.9% | $68,494-24.5% |
| Participation rate | 94.2% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.3pp |
| Annual return | -32.50% | -11.40%-21.1pp | 27.45%-59.9pp | -7.84%-24.7pp |
| Employer contribution / active EE | $9,916 | $2,746+261.1% | $3,635+172.8% | $2,596+281.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,925 | $5,232-5.9% | $6,410-23.2% | $5,403-8.8% |