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 | $39,106 | $59,107-33.8% | $86,436-54.8% | $68,494-42.9% |
| Participation rate | 81.5% | 75.2%+6.2pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -21.16% | -0.23%-20.9pp | 4394.89%-4416.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,498 | $2,519-40.5% | $3,769-60.3% | $2,596-42.3% |
| Participant deferral / active EE | $8,586 | $5,901+45.5% | $6,952+23.5% | $4,027+113.2% |
| Admin fee / account holder | $4,514 | $5,637-19.9% | $6,731-32.9% | $5,403-16.5% |