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 | $17,654 | $59,805-70.5% | $79,550-77.8% | $68,494-74.2% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.5%+22.0pp | 67.9%+23.6pp |
| Annual return | -20.91% | -12.30%-8.6pp | 0.16%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,156 | $1,505+43.2% | $2,413-10.7% | $2,596-17.0% |
| Participant deferral / active EE | $3,920 | $3,024+29.6% | $3,985-1.6% | $4,027-2.7% |
| Admin fee / account holder | $1,181 | $4,835-75.6% | $6,832-82.7% | $5,403-78.1% |