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 | $18,123 | $95,862-81.1% | $79,550-77.2% | $134,475-86.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.13% | -2.69%-18.4pp | 0.16%-21.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,105 | $3,128-32.7% | $2,413-12.8% | $4,740-55.6% |
| Participant deferral / active EE | $5,118 | $4,693+9.1% | $3,985+28.4% | $6,400-20.0% |
| Admin fee / account holder | $3,813 | $9,126-58.2% | $6,832-44.2% | $11,426-66.6% |