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 | $31,236 | $62,586-50.1% | $76,768-59.3% | $64,186-51.3% |
| Participation rate | 92.5% | 72.8%+19.6pp | 77.0%+15.5pp | 69.6%+22.9pp |
| Annual return | -19.64% | -1.95%-17.7pp | 2.43%-22.1pp | 7.63%-27.3pp |
| Employer contribution / active EE | $15,679 | $1,832+755.9% | $2,485+530.9% | $2,381+558.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,080 | $4,667+223.1% | $6,675+125.9% | $4,888+208.5% |