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 8-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 | $28,035 | $54,350-48.4% | $82,719-66.1% | $68,494-59.1% |
| Participation rate | 95.9% | 63.9%+32.0pp | 72.6%+23.4pp | 67.9%+28.0pp |
| Annual return | -22.09% | -13.67%-8.4pp | 701.18%-723.3pp | -7.84%-14.2pp |
| Employer contribution / active EE | $3,749 | $2,218+69.0% | $3,009+24.6% | $2,596+44.4% |
| Participant deferral / active EE | $5,342 | $3,246+64.6% | $4,395+21.5% | $4,027+32.6% |
| Admin fee / account holder | $3,212 | $4,395-26.9% | $5,329-39.7% | $5,403-40.5% |