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 | $84,421 | $53,596+57.5% | $90,645-6.9% | $64,186+31.5% |
| Participation rate | 96.0% | 64.5%+31.5pp | 74.0%+22.0pp | 69.6%+26.4pp |
| Annual return | -15.28% | 4.41%-19.7pp | 1.88%-17.2pp | 7.63%-22.9pp |
| Employer contribution / active EE | $4,000 | $1,503+166.1% | $2,532+58.0% | $2,381+68.0% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,572 | $3,868-33.5% | $4,994-48.5% | $4,888-47.4% |