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 | $26,576 | $50,958-47.8% | $74,550-64.4% | $64,186-58.6% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | -31.57% | -1.86%-29.7pp | 32.53%-64.1pp | 7.63%-39.2pp |
| Employer contribution / active EE | $813 | $1,115-27.1% | $1,961-58.5% | $2,381-65.8% |
| Participant deferral / active EE | $2,868 | $2,301+24.6% | $3,108-7.7% | $3,470-17.3% |
| Admin fee / account holder | $318 | $4,223-92.5% | $5,060-93.7% | $4,888-93.5% |