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 6-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 | $40,354 | $46,674-13.5% | $117,472-65.6% | $68,494-41.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -20.54% | -14.52%-6.0pp | 29.74%-50.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,819 | $1,505+87.4% | $4,176-32.5% | $2,596+8.6% |
| Participant deferral / active EE | $5,121 | $2,636+94.3% | $4,070+25.8% | $4,027+27.2% |
| Admin fee / account holder | $384 | $4,020-90.5% | $5,645-93.2% | $5,403-92.9% |