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 | $17,336 | $69,010-74.9% | $159,960-89.2% | $68,494-74.7% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | -19.55% | -9.65%-9.9pp | 408.60%-428.2pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,431 | $2,213-35.3% | $4,226-66.1% | $2,596-44.9% |
| Participant deferral / active EE | $4,324 | $4,212+2.7% | $6,182-30.1% | $4,027+7.4% |
| Admin fee / account holder | $747 | $4,798-84.4% | $8,698-91.4% | $5,403-86.2% |