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 9-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 | $30,215 | $71,883-58.0% | $86,677-65.1% | $68,494-55.9% |
| Participation rate | 98.3% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -19.29% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,117 | $2,173-48.6% | $2,836-60.6% | $2,596-57.0% |
| Participant deferral / active EE | $7,390 | $3,779+95.6% | $4,656+58.7% | $4,027+83.5% |
| Admin fee / account holder | $2,248 | $6,112-63.2% | $7,493-70.0% | $5,403-58.4% |