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 4-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 | $47,615 | $101,724-53.2% | $164,813-71.1% | $80,856-41.1% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | -24.81% | 16.72%-41.5pp | 69.93%-94.7pp | 35.59%-60.4pp |
| Employer contribution / active EE | $17,813 | $2,953+503.1% | $4,341+310.4% | $2,755+546.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,715 | $8,227-18.4% | $12,690-47.1% | $6,918-2.9% |