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 | $20,266 | $64,707-68.7% | $112,228-81.9% | $68,494-70.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -23.37% | -11.40%-12.0pp | 27.45%-50.8pp | -7.84%-15.5pp |
| Employer contribution / active EE | $4,743 | $2,746+72.7% | $3,635+30.5% | $2,596+82.7% |
| Participant deferral / active EE | $2,153 | $3,565-39.6% | $4,728-54.5% | $4,027-46.5% |
| Admin fee / account holder | $1,385 | $5,232-73.5% | $6,410-78.4% | $5,403-74.4% |