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 | $18,932 | $56,357-66.4% | $104,294-81.8% | $68,494-72.4% |
| Participation rate | 80.6% | 63.3%+17.4pp | 73.3%+7.4pp | 67.9%+12.8pp |
| Annual return | -19.53% | -9.19%-10.3pp | 24.61%-44.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,005 | $1,960+2.3% | $3,372-40.5% | $2,596-22.8% |
| Participant deferral / active EE | $3,342 | $3,077+8.6% | $4,625-27.7% | $4,027-17.0% |
| Admin fee / account holder | $1,770 | $4,903-63.9% | $7,339-75.9% | $5,403-67.2% |