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 | $56,174 | $107,334-47.7% | $92,893-39.5% | $152,861-63.3% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | -2.98% | 145.58%-148.6pp | 109.41%-112.4pp | 345.32%-348.3pp |
| Employer contribution / active EE | $3,641 | $4,221-13.7% | $3,653-0.3% | $4,762-23.5% |
| Participant deferral / active EE | $5,882 | $4,845+21.4% | $4,236+38.9% | $5,850+0.5% |
| Admin fee / account holder | $19,777 | $7,079+179.4% | $5,794+241.3% | $11,596+70.5% |