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 8-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 | $19,263 | $45,863-58.0% | $77,024-75.0% | $68,494-71.9% |
| Participation rate | 78.1% | 55.9%+22.2pp | 67.9%+10.2pp | 67.9%+10.2pp |
| Annual return | -21.55% | 1.72%-23.3pp | 42.32%-63.9pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,502 | $1,650-9.0% | $2,812-46.6% | $2,596-42.2% |
| Participant deferral / active EE | $3,795 | $2,962+28.1% | $4,426-14.3% | $4,027-5.8% |
| Admin fee / account holder | $682 | $3,041-77.6% | $5,425-87.4% | $5,403-87.4% |