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 | $43,632 | $53,162-17.9% | $91,220-52.2% | $68,494-36.3% |
| Participation rate | 90.3% | 63.2%+27.1pp | 73.2%+17.1pp | 67.9%+22.4pp |
| Annual return | -20.67% | -3.14%-17.5pp | 114.01%-134.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,604 | $1,709+110.8% | $2,850+26.4% | $2,596+38.8% |
| Participant deferral / active EE | $7,428 | $2,974+149.8% | $4,234+75.5% | $4,027+84.5% |
| Admin fee / account holder | $1,850 | $4,493-58.8% | $5,420-65.9% | $5,403-65.8% |