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 | $11,321 | $112,729-90.0% | $98,716-88.5% | $137,256-91.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | -18.95% | 38.48%-57.4pp | 31.81%-50.8pp | 220.34%-239.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,470 | $4,640-46.8% | $4,048-39.0% | $6,407-61.4% |
| Admin fee / account holder | $4,749 | $10,129-53.1% | $8,703-45.4% | $12,270-61.3% |