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 | $37,721 | $79,633-52.6% | $93,789-59.8% | $68,494-44.9% |
| Participation rate | 79.4% | 75.4%+4.0pp | 81.0%-1.5pp | 67.9%+11.5pp |
| Annual return | -20.50% | -0.10%-20.4pp | -11.33%-9.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,429 | $3,665+20.9% | $4,323+2.5% | $2,596+70.6% |
| Participant deferral / active EE | $9,373 | $5,158+81.7% | $6,094+53.8% | $4,027+132.8% |
| Admin fee / account holder | $4,553 | $6,871-33.7% | $7,195-36.7% | $5,403-15.7% |