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 | $38,716 | $142,344-72.8% | $119,609-67.6% | $134,475-71.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -20.40% | -12.44%-8.0pp | -14.97%-5.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,412 | $5,222-34.7% | $4,232-19.4% | $4,740-28.0% |
| Participant deferral / active EE | $7,188 | $6,469+11.1% | $5,602+28.3% | $6,400+12.3% |
| Admin fee / account holder | $3,322 | $13,584-75.5% | $10,323-67.8% | $11,426-70.9% |