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 7-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 | $48,859 | $54,229-9.9% | $70,092-30.3% | $68,494-28.7% |
| Participation rate | 95.8% | 64.5%+31.3pp | 70.5%+25.4pp | 67.9%+27.9pp |
| Annual return | -19.53% | -13.87%-5.7pp | 190.73%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,394 | $2,018+117.7% | $2,559+71.7% | $2,596+69.2% |
| Participant deferral / active EE | $8,927 | $2,956+202.0% | $3,849+132.0% | $4,027+121.7% |
| Admin fee / account holder | $2,350 | $4,694-49.9% | $6,267-62.5% | $5,403-56.5% |