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 | $41,504 | $42,894-3.2% | $60,874-31.8% | $68,494-39.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -21.22% | -13.98%-7.2pp | 16.90%-38.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,234 | $2,867+187.2% | $3,817+115.7% | $4,027+104.5% |
| Admin fee / account holder | $3,994 | $3,101+28.8% | $3,224+23.9% | $5,403-26.1% |