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 5-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 | $36,763 | $142,344-74.2% | $119,609-69.3% | $134,475-72.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -20.55% | -12.44%-8.1pp | -14.97%-5.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,604 | $5,222-50.1% | $4,232-38.5% | $4,740-45.0% |
| Participant deferral / active EE | $6,766 | $6,469+4.6% | $5,602+20.8% | $6,400+5.7% |
| Admin fee / account holder | $519 | $13,584-96.2% | $10,323-95.0% | $11,426-95.5% |