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 | $17,716 | $56,357-68.6% | $104,294-83.0% | $68,494-74.1% |
| Participation rate | 90.7% | 63.3%+27.4pp | 73.3%+17.4pp | 67.9%+22.8pp |
| Annual return | -22.73% | -9.19%-13.5pp | 24.61%-47.3pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,365 | $1,960+20.7% | $3,372-29.9% | $2,596-8.9% |
| Participant deferral / active EE | $3,909 | $3,077+27.0% | $4,625-15.5% | $4,027-2.9% |
| Admin fee / account holder | $2,860 | $4,903-41.7% | $7,339-61.0% | $5,403-47.1% |