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 6-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 | $18,385 | $59,107-68.9% | $86,436-78.7% | $68,494-73.2% |
| Participation rate | 96.2% | 75.2%+20.9pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -21.36% | -0.23%-21.1pp | 4394.89%-4416.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,578 | $2,519+2.3% | $3,769-31.6% | $2,596-0.7% |
| Participant deferral / active EE | $4,855 | $5,901-17.7% | $6,952-30.2% | $4,027+20.5% |
| Admin fee / account holder | $366 | $5,637-93.5% | $6,731-94.6% | $5,403-93.2% |