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 | $115,677 | $167,307-30.9% | $143,757-19.5% | $134,475-14.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.89% | 0.46%-28.4pp | -0.04%-27.9pp | 417.96%-445.9pp |
| Employer contribution / active EE | $3,321 | $5,619-40.9% | $4,951-32.9% | $4,740-29.9% |
| Participant deferral / active EE | $9,552 | $6,446+48.2% | $5,637+69.4% | $6,400+49.3% |
| Admin fee / account holder | $2,188 | $18,088-87.9% | $14,673-85.1% | $11,426-80.9% |