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 5-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 | $28,779 | $54,350-47.0% | $82,719-65.2% | $68,494-58.0% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -21.11% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,762 | $2,218-20.6% | $3,009-41.4% | $2,596-32.1% |
| Participant deferral / active EE | $2,792 | $3,246-14.0% | $4,395-36.5% | $4,027-30.7% |
| Admin fee / account holder | $773 | $4,395-82.4% | $5,329-85.5% | $5,403-85.7% |