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 10-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 | $42,713 | $81,900-47.8% | $119,609-64.3% | $68,494-37.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -21.68% | -23.82%+2.1pp | -14.97%-6.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $5,174 | $2,693+92.1% | $4,232+22.3% | $2,596+99.3% |
| Participant deferral / active EE | $6,321 | $4,148+52.4% | $5,602+12.8% | $4,027+57.0% |
| Admin fee / account holder | $2,418 | $6,582-63.3% | $10,323-76.6% | $5,403-55.2% |