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 | $15,349 | $48,265-68.2% | $68,791-77.7% | $68,494-77.6% |
| Participation rate | 91.3% | 60.7%+30.6pp | 69.0%+22.3pp | 67.9%+23.4pp |
| Annual return | -19.98% | -12.71%-7.3pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,862 | $1,829+56.5% | $2,655+7.8% | $2,596+10.2% |
| Participant deferral / active EE | $4,112 | $2,867+43.4% | $3,941+4.3% | $4,027+2.1% |
| Admin fee / account holder | $496 | $4,355-88.6% | $4,932-89.9% | $5,403-90.8% |