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 | $77,867 | $167,484-53.5% | $151,611-48.6% | $134,475-42.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.03% | 7.80%-30.8pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $5,692 | $6,829-16.7% | $6,166-7.7% | $4,740+20.1% |
| Participant deferral / active EE | $12,502 | $8,986+39.1% | $8,363+49.5% | $6,400+95.3% |
| Admin fee / account holder | $4,099 | $13,783-70.3% | $11,616-64.7% | $11,426-64.1% |