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 9-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 | $25,793 | $129,240-80.0% | $60,874-57.6% | - |
| Participation rate | 88.9% | 75.5%+13.4pp | 73.1%+15.8pp | - |
| Annual return | -18.25% | -10.30%-7.9pp | 16.90%-35.1pp | - |
| Employer contribution / active EE | $1,827 | $2,503-27.0% | $2,701-32.4% | - |
| Participant deferral / active EE | $2,903 | $3,755-22.7% | $3,817-23.9% | - |
| Admin fee / account holder | $1,395 | $9,426-85.2% | $3,224-56.7% | - |