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 | $27,513 | $61,660-55.4% | $80,019-65.6% | $64,186-57.1% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.0pp | 69.6%+28.3pp |
| Annual return | -21.10% | -0.33%-20.8pp | 11.22%-32.3pp | 7.63%-28.7pp |
| Employer contribution / active EE | $9,624 | $1,810+431.6% | $2,468+290.0% | $2,381+304.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,792 | $5,417-11.5% | $6,521-26.5% | $4,888-2.0% |