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 | $19,010 | $27,641-31.2% | $61,373-69.0% | $68,494-72.2% |
| Participation rate | 76.9% | 39.5%+37.4pp | 52.6%+24.4pp | 67.9%+9.0pp |
| Annual return | -21.56% | -13.24%-8.3pp | 338.61%-360.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,083 | $695+199.6% | $1,159+79.7% | $2,596-19.8% |
| Participant deferral / active EE | $3,993 | $1,263+216.1% | $2,125+87.9% | $4,027-0.8% |
| Admin fee / account holder | $1,177 | $2,010-41.5% | $2,130-44.7% | $5,403-78.2% |