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 5-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 | $32,765 | $73,933-55.7% | $96,683-66.1% | $75,163-56.4% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.5pp |
| Annual return | -17.66% | 26.70%-44.4pp | 35.69%-53.4pp | 160.62%-178.3pp |
| Employer contribution / active EE | $12,939 | $2,928+341.9% | $3,737+246.3% | $2,670+384.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,598 | $5,216-11.9% | $6,730-31.7% | $5,651-18.6% |