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 8-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 | $33,307 | $142,344-76.6% | $119,609-72.2% | $134,475-75.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.08% | -12.44%-11.6pp | -14.97%-9.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $3,006 | $5,222-42.4% | $4,232-29.0% | $4,740-36.6% |
| Participant deferral / active EE | $5,785 | $6,469-10.6% | $5,602+3.3% | $6,400-9.6% |
| Admin fee / account holder | $13,178 | $13,584-3.0% | $10,323+27.7% | $11,426+15.3% |