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 | $30,914 | $71,883-57.0% | $86,677-64.3% | $68,494-54.9% |
| Participation rate | 73.8% | 72.2%+1.6pp | 76.6%-2.8pp | 67.9%+5.9pp |
| Annual return | -22.87% | 3.52%-26.4pp | 35.91%-58.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $775 | $2,173-64.3% | $2,836-72.7% | $2,596-70.1% |
| Participant deferral / active EE | $1,853 | $3,779-50.9% | $4,656-60.2% | $4,027-54.0% |
| Admin fee / account holder | $1,604 | $6,112-73.8% | $7,493-78.6% | $5,403-70.3% |