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 | $22,482 | $77,813-71.1% | $123,544-81.8% | $64,186-65.0% |
| Participation rate | 75.5% | 74.7%+0.8pp | 82.3%-6.8pp | 69.6%+6.0pp |
| Annual return | -10.39% | 12.48%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $3,552 | $3,014+17.9% | $4,628-23.2% | $2,381+49.2% |
| Participant deferral / active EE | $8,138 | $5,240+55.3% | $6,426+26.7% | $3,470+134.6% |
| Admin fee / account holder | $579 | $5,519-89.5% | $9,284-93.8% | $4,888-88.2% |