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 4-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 | $12,602 | $54,229-76.8% | $70,092-82.0% | $68,494-81.6% |
| Participation rate | 97.5% | 64.5%+33.0pp | 70.5%+27.0pp | 67.9%+29.6pp |
| Annual return | -28.48% | -13.87%-14.6pp | 190.73%-219.2pp | -7.84%-20.6pp |
| Employer contribution / active EE | $3,557 | $2,018+76.2% | $2,559+39.0% | $2,596+37.0% |
| Participant deferral / active EE | $6,678 | $2,956+125.9% | $3,849+73.5% | $4,027+65.8% |
| Admin fee / account holder | $479 | $4,694-89.8% | $6,267-92.4% | $5,403-91.1% |