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 | $46,326 | $72,404-36.0% | $110,238-58.0% | $64,186-27.8% |
| Participation rate | 92.7% | 73.3%+19.4pp | 79.8%+12.9pp | 69.6%+23.2pp |
| Annual return | -10.84% | -6.29%-4.5pp | 314.74%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $7,567 | $2,282+231.7% | $3,826+97.8% | $2,381+217.8% |
| Participant deferral / active EE | $13,930 | $3,469+301.5% | $4,672+198.2% | $3,470+301.5% |
| Admin fee / account holder | $597 | $5,664-89.5% | $8,547-93.0% | $4,888-87.8% |