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 | $32,901 | $71,883-54.2% | $86,677-62.0% | $68,494-52.0% |
| Participation rate | 75.8% | 72.2%+3.5pp | 76.6%-0.8pp | 67.9%+7.9pp |
| Annual return | -20.00% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,530 | $2,173+62.5% | $2,836+24.5% | $2,596+36.0% |
| Participant deferral / active EE | $4,812 | $3,779+27.4% | $4,656+3.4% | $4,027+19.5% |
| Admin fee / account holder | $3,765 | $6,112-38.4% | $7,493-49.8% | $5,403-30.3% |