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 6-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 | $26,380 | $81,900-67.8% | $119,609-77.9% | $68,494-61.5% |
| Participation rate | 82.1% | 71.9%+10.3pp | 79.3%+2.9pp | 67.9%+14.3pp |
| Annual return | -20.06% | -23.82%+3.8pp | -14.97%-5.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,823 | $2,693+4.8% | $4,232-33.3% | $2,596+8.7% |
| Participant deferral / active EE | $5,256 | $4,148+26.7% | $5,602-6.2% | $4,027+30.5% |
| Admin fee / account holder | $488 | $6,582-92.6% | $10,323-95.3% | $5,403-91.0% |