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 7-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 | $23,118 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -24.11% | 0.46%-24.6pp | -0.04%-24.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,257 | $5,619-77.6% | $4,951-74.6% | $4,740-73.5% |
| Participant deferral / active EE | $7,360 | $6,446+14.2% | $5,637+30.6% | $6,400+15.0% |
| Admin fee / account holder | $10,817 | $18,088-40.2% | $14,673-26.3% | $11,426-5.3% |