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 9-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 | $21,707 | $72,388-70.0% | $111,392-80.5% | $64,186-66.2% |
| Participation rate | 96.2% | 70.5%+25.6pp | 78.9%+17.3pp | 69.6%+26.6pp |
| Annual return | -8.15% | -1.50%-6.7pp | -2.06%-6.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,986 | $3,000-0.5% | $4,328-31.0% | $2,381+25.4% |
| Participant deferral / active EE | $6,266 | $4,241+47.7% | $5,567+12.6% | $3,470+80.6% |
| Admin fee / account holder | $672 | $5,719-88.3% | $12,266-94.5% | $4,888-86.3% |