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 4-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 | $31,460 | $142,344-77.9% | $119,609-73.7% | $134,475-76.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -20.13% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,211 | $5,222+18.9% | $4,232+46.8% | $4,740+31.0% |
| Participant deferral / active EE | $15,683 | $6,469+142.4% | $5,602+179.9% | $6,400+145.1% |
| Admin fee / account holder | $1,662 | $13,584-87.8% | $10,323-83.9% | $11,426-85.5% |