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 | $20,974 | $73,867-71.6% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -25.69% | 1.01%-26.7pp | -0.04%-25.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $792 | $3,184-75.1% | $4,951-84.0% | $2,596-69.5% |
| Participant deferral / active EE | $4,099 | $3,384+21.1% | $5,637-27.3% | $4,027+1.8% |
| Admin fee / account holder | $2,430 | $5,755-57.8% | $14,673-83.4% | $5,403-55.0% |