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 | $32,158 | $46,674-31.1% | $117,472-72.6% | $68,494-53.1% |
| Participation rate | 97.4% | 56.8%+40.7pp | 70.6%+26.8pp | 67.9%+29.5pp |
| Annual return | -23.16% | -14.52%-8.6pp | 29.74%-52.9pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,448 | $1,505-3.8% | $4,176-65.3% | $2,596-44.2% |
| Participant deferral / active EE | $6,333 | $2,636+140.2% | $4,070+55.6% | $4,027+57.3% |
| Admin fee / account holder | $4,929 | $4,020+22.6% | $5,645-12.7% | $5,403-8.8% |