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 | $25,235 | $73,004-65.4% | $90,749-72.2% | $68,494-63.2% |
| Participation rate | 93.8% | 70.8%+23.0pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -62.12% | -13.81%-48.3pp | -12.16%-50.0pp | -7.84%-54.3pp |
| Employer contribution / active EE | $3,793 | $2,193+73.0% | $2,921+29.9% | $2,596+46.1% |
| Participant deferral / active EE | $7,828 | $3,627+115.8% | $4,564+71.5% | $4,027+94.4% |
| Admin fee / account holder | $3,190 | $5,896-45.9% | $8,445-62.2% | $5,403-41.0% |