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 | $57,664 | $77,813-25.9% | $123,544-53.3% | $64,186-10.2% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -26.46% | 12.48%-38.9pp | 119.20%-145.7pp | 7.63%-34.1pp |
| Employer contribution / active EE | $1,123 | $3,014-62.8% | $4,628-75.7% | $2,381-52.8% |
| Participant deferral / active EE | $8,091 | $5,240+54.4% | $6,426+25.9% | $3,470+133.2% |
| Admin fee / account holder | $6,247 | $5,519+13.2% | $9,284-32.7% | $4,888+27.8% |