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 6-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 | $12,887 | $46,674-72.4% | $117,472-89.0% | $68,494-81.2% |
| Participation rate | 86.7% | 56.8%+29.9pp | 70.6%+16.1pp | 67.9%+18.8pp |
| Annual return | -19.67% | -14.52%-5.2pp | 29.74%-49.4pp | -7.84%-11.8pp |
| Employer contribution / active EE | $936 | $1,505-37.8% | $4,176-77.6% | $2,596-63.9% |
| Participant deferral / active EE | $2,679 | $2,636+1.6% | $4,070-34.2% | $4,027-33.5% |
| Admin fee / account holder | $1,025 | $4,020-74.5% | $5,645-81.8% | $5,403-81.0% |