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 | $50,160 | $76,552-34.5% | $123,892-59.5% | $62,891-20.2% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | -34.58% | 18.68%-53.3pp | 47.52%-82.1pp | 20.14%-54.7pp |
| Employer contribution / active EE | $13,487 | $2,883+367.9% | $4,617+192.1% | $2,281+491.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,078 | $4,826-36.2% | $8,357-63.2% | $4,296-28.3% |