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 | $20,158 | $73,867-72.7% | $143,757-86.0% | $68,494-70.6% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -22.58% | 1.01%-23.6pp | -0.04%-22.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $6,546 | $3,184+105.6% | $4,951+32.2% | $2,596+152.1% |
| Participant deferral / active EE | $4,328 | $3,384+27.9% | $5,637-23.2% | $4,027+7.5% |
| Admin fee / account holder | $384 | $5,755-93.3% | $14,673-97.4% | $5,403-92.9% |