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 | $28,375 | $76,000-62.7% | $154,107-81.6% | $64,186-55.8% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -8.69% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,054 | $3,351-68.5% | $5,298-80.1% | $2,381-55.7% |
| Participant deferral / active EE | $2,367 | $3,175-25.5% | $5,081-53.4% | $3,470-31.8% |
| Admin fee / account holder | $1,513 | $5,596-73.0% | $13,411-88.7% | $4,888-69.1% |