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 | $28,397 | $81,900-65.3% | $119,609-76.3% | $68,494-58.5% |
| Participation rate | 86.8% | 71.9%+14.9pp | 79.3%+7.6pp | 67.9%+19.0pp |
| Annual return | -19.65% | -23.82%+4.2pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,102 | $2,693-21.9% | $4,232-50.3% | $2,596-19.0% |
| Participant deferral / active EE | $5,597 | $4,148+34.9% | $5,602-0.1% | $4,027+39.0% |
| Admin fee / account holder | $5,119 | $6,582-22.2% | $10,323-50.4% | $5,403-5.2% |