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 | $44,186 | $49,177-10.1% | $79,464-44.4% | $64,186-31.2% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | -8.89% | -1.16%-7.7pp | 718.14%-727.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,563 | $2,076+71.6% | $2,800+27.2% | $2,381+49.6% |
| Participant deferral / active EE | $7,965 | $2,821+182.3% | $3,704+115.1% | $3,470+129.6% |
| Admin fee / account holder | $748 | $3,839-80.5% | $5,113-85.4% | $4,888-84.7% |