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 7-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 | $25,129 | $73,867-66.0% | $143,757-82.5% | $68,494-63.3% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -20.27% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,302 | $3,184-59.1% | $4,951-73.7% | $2,596-49.8% |
| Participant deferral / active EE | $2,779 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $439 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |