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 | $20,120 | $59,107-66.0% | $86,436-76.7% | $68,494-70.6% |
| Participation rate | 96.6% | 75.2%+21.3pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -19.45% | -0.23%-19.2pp | 4394.89%-4414.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,349 | $2,519+32.9% | $3,769-11.1% | $2,596+29.0% |
| Participant deferral / active EE | $9,185 | $5,901+55.6% | $6,952+32.1% | $4,027+128.1% |
| Admin fee / account holder | $8,157 | $5,637+44.7% | $6,731+21.2% | $5,403+51.0% |