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 7-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 | $18,227 | $76,000-76.0% | $154,107-88.2% | $64,186-71.6% |
| Participation rate | 92.4% | 70.4%+22.0pp | 83.0%+9.4pp | 69.6%+22.9pp |
| Annual return | -9.78% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $5,527 | $3,351+65.0% | $5,298+4.3% | $2,381+132.2% |
| Participant deferral / active EE | $3,714 | $3,175+17.0% | $5,081-26.9% | $3,470+7.0% |
| Admin fee / account holder | $2,208 | $5,596-60.5% | $13,411-83.5% | $4,888-54.8% |