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 | $16,544 | $57,354-71.2% | $83,848-80.3% | $64,186-74.2% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -11.47% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,401 | $2,545-5.7% | $3,631-33.9% | $2,381+0.8% |
| Participant deferral / active EE | $4,337 | $2,993+44.9% | $4,082+6.3% | $3,470+25.0% |
| Admin fee / account holder | $1,680 | $4,046-58.5% | $5,478-69.3% | $4,888-65.6% |