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 | $21,993 | $167,307-86.9% | $143,757-84.7% | $134,475-83.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -27.93% | 0.46%-28.4pp | -0.04%-27.9pp | 417.96%-445.9pp |
| Employer contribution / active EE | $6,612 | $5,619+17.7% | $4,951+33.6% | $4,740+39.5% |
| Participant deferral / active EE | $3,805 | $6,446-41.0% | $5,637-32.5% | $6,400-40.5% |
| Admin fee / account holder | $397 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |