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 10-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 | $18,171 | $57,354-68.3% | $83,848-78.3% | $64,186-71.7% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.8pp | 69.6%+29.4pp |
| Annual return | -11.53% | 11.38%-22.9pp | 850.88%-862.4pp | 7.63%-19.2pp |
| Employer contribution / active EE | $2,553 | $2,545+0.3% | $3,631-29.7% | $2,381+7.2% |
| Participant deferral / active EE | $5,371 | $2,993+79.5% | $4,082+31.6% | $3,470+54.8% |
| Admin fee / account holder | $1,042 | $4,046-74.2% | $5,478-81.0% | $4,888-78.7% |