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 8-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 | $26,619 | $54,350-51.0% | $82,719-67.8% | $68,494-61.1% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -19.56% | -13.67%-5.9pp | 701.18%-720.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,749 | $2,218+23.9% | $3,009-8.6% | $2,596+5.9% |
| Participant deferral / active EE | $3,373 | $3,246+3.9% | $4,395-23.3% | $4,027-16.2% |
| Admin fee / account holder | $964 | $4,395-78.1% | $5,329-81.9% | $5,403-82.1% |