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 | $29,283 | $73,004-59.9% | $90,749-67.7% | $68,494-57.2% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -23.23% | -13.81%-9.4pp | -12.16%-11.1pp | -7.84%-15.4pp |
| Employer contribution / active EE | $3,572 | $2,193+62.9% | $2,921+22.3% | $2,596+37.6% |
| Participant deferral / active EE | $8,099 | $3,627+123.3% | $4,564+77.5% | $4,027+101.1% |
| Admin fee / account holder | $7,074 | $5,896+20.0% | $8,445-16.2% | $5,403+30.9% |