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 10-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 | $26,573 | $91,911-71.1% | $68,793-61.4% | $135,375-80.4% |
| Participation rate | 73.3% | 76.7%-3.4pp | 72.2%+1.1pp | 82.6%-9.3pp |
| Annual return | -11.57% | -8.22%-3.4pp | -4.63%-6.9pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,593 | $3,924-59.4% | $2,625-39.3% | $4,779-66.7% |
| Participant deferral / active EE | $6,125 | $4,315+41.9% | $3,311+85.0% | $5,609+9.2% |
| Admin fee / account holder | $1,084 | $9,240-88.3% | $5,131-78.9% | $10,827-90.0% |