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 4-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 | $70,912 | $127,065-44.2% | $113,168-37.3% | $142,382-50.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -0.70% | 24.03%-24.7pp | 24.27%-25.0pp | 217.08%-217.8pp |
| Employer contribution / active EE | $2,488 | $3,442-27.7% | $2,975-16.4% | $4,299-42.1% |
| Participant deferral / active EE | $4,982 | $5,716-12.8% | $5,107-2.4% | $6,507-23.4% |
| Admin fee / account holder | $350 | $15,736-97.8% | $12,068-97.1% | $12,624-97.2% |