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 | $69,794 | $98,750-29.3% | $149,696-53.4% | $79,858-12.6% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | -24.04% | 27.43%-51.5pp | 276.60%-300.6pp | 31.71%-55.8pp |
| Employer contribution / active EE | $24,960 | $3,216+676.0% | $4,644+437.4% | $2,471+910.2% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,405 | $6,053+38.9% | $9,309-9.7% | $5,306+58.4% |