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 6-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 | $17,689 | $64,707-72.7% | $112,228-84.2% | $68,494-74.2% |
| Participation rate | 80.9% | 67.2%+13.7pp | 75.1%+5.8pp | 67.9%+13.0pp |
| Annual return | -19.56% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,078 | $2,746-24.3% | $3,635-42.8% | $2,596-20.0% |
| Participant deferral / active EE | $4,851 | $3,565+36.1% | $4,728+2.6% | $4,027+20.5% |
| Admin fee / account holder | $1,665 | $5,232-68.2% | $6,410-74.0% | $5,403-69.2% |