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 6-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 | $27,462 | $167,307-83.6% | $143,757-80.9% | $134,475-79.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -29.03% | 0.46%-29.5pp | -0.04%-29.0pp | 417.96%-447.0pp |
| Employer contribution / active EE | $6,086 | $5,619+8.3% | $4,951+22.9% | $4,740+28.4% |
| Participant deferral / active EE | $3,689 | $6,446-42.8% | $5,637-34.6% | $6,400-42.4% |
| Admin fee / account holder | $739 | $18,088-95.9% | $14,673-95.0% | $11,426-93.5% |