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 9-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 | $39,846 | $50,958-21.8% | $74,550-46.6% | $64,186-37.9% |
| Participation rate | 72.2% | 61.1%+11.1pp | 69.1%+3.0pp | 69.6%+2.6pp |
| Annual return | -8.92% | -1.86%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,945 | $1,115+74.4% | $1,961-0.8% | $2,381-18.3% |
| Participant deferral / active EE | $4,056 | $2,301+76.3% | $3,108+30.5% | $3,470+16.9% |
| Admin fee / account holder | $1,684 | $4,223-60.1% | $5,060-66.7% | $4,888-65.6% |