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 6-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 | $29,460 | $46,674-36.9% | $117,472-74.9% | $68,494-57.0% |
| Participation rate | 96.9% | 56.8%+40.1pp | 70.6%+26.3pp | 67.9%+29.0pp |
| Annual return | -19.38% | -14.52%-4.9pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,819 | $1,505+153.8% | $4,176-8.5% | $2,596+47.1% |
| Participant deferral / active EE | $6,912 | $2,636+162.2% | $4,070+69.8% | $4,027+71.6% |
| Admin fee / account holder | $3,952 | $4,020-1.7% | $5,645-30.0% | $5,403-26.8% |