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 | $24,930 | $73,867-66.3% | $143,757-82.7% | $68,494-63.6% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -19.62% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,248 | $3,184-29.4% | $4,951-54.6% | $2,596-13.4% |
| Participant deferral / active EE | $5,401 | $3,384+59.6% | $5,637-4.2% | $4,027+34.1% |
| Admin fee / account holder | $1,191 | $5,755-79.3% | $14,673-91.9% | $5,403-78.0% |