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 | $16,333 | $54,350-69.9% | $82,719-80.3% | $68,494-76.2% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -23.10% | -13.67%-9.4pp | 701.18%-724.3pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,425 | $2,218+9.3% | $3,009-19.4% | $2,596-6.6% |
| Participant deferral / active EE | $4,119 | $3,246+26.9% | $4,395-6.3% | $4,027+2.3% |
| Admin fee / account holder | $814 | $4,395-81.5% | $5,329-84.7% | $5,403-84.9% |