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 7-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 | $41,851 | $59,107-29.2% | $86,436-51.6% | $68,494-38.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -22.23% | -0.23%-22.0pp | 4394.89%-4417.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $3,753 | $2,519+49.0% | $3,769-0.4% | $2,596+44.6% |
| Participant deferral / active EE | $7,646 | $5,901+29.6% | $6,952+10.0% | $4,027+89.9% |
| Admin fee / account holder | $3,616 | $5,637-35.9% | $6,731-46.3% | $5,403-33.1% |