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 9-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 | $19,612 | $64,707-69.7% | $112,228-82.5% | $68,494-71.4% |
| Participation rate | 84.2% | 67.2%+17.1pp | 75.1%+9.1pp | 67.9%+16.3pp |
| Annual return | -21.73% | -11.40%-10.3pp | 27.45%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,685 | $2,746-38.6% | $3,635-53.6% | $2,596-35.1% |
| Participant deferral / active EE | $2,939 | $3,565-17.5% | $4,728-37.8% | $4,027-27.0% |
| Admin fee / account holder | $1,449 | $5,232-72.3% | $6,410-77.4% | $5,403-73.2% |