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 | $21,694 | $211,958-89.8% | $169,463-87.2% | $135,375-84.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -14.09% | 3.26%-17.4pp | 1.83%-15.9pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,900 | $5,120-62.9% | $4,159-54.3% | $4,779-60.2% |
| Participant deferral / active EE | $6,090 | $6,075+0.2% | $5,277+15.4% | $5,609+8.6% |
| Admin fee / account holder | $701 | $11,471-93.9% | $9,109-92.3% | $10,827-93.5% |