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 | $23,530 | $54,229-56.6% | $70,092-66.4% | $68,494-65.6% |
| Participation rate | 71.9% | 64.5%+7.4pp | 70.5%+1.5pp | 67.9%+4.0pp |
| Annual return | -19.35% | -13.87%-5.5pp | 190.73%-210.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,186 | $2,018-41.3% | $2,559-53.7% | $2,596-54.3% |
| Participant deferral / active EE | $2,946 | $2,956-0.3% | $3,849-23.4% | $4,027-26.8% |
| Admin fee / account holder | $339 | $4,694-92.8% | $6,267-94.6% | $5,403-93.7% |