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 | $67,685 | $167,307-59.5% | $143,757-52.9% | $134,475-49.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -20.58% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,359 | $5,619-58.0% | $4,951-52.4% | $4,740-50.2% |
| Participant deferral / active EE | $4,279 | $6,446-33.6% | $5,637-24.1% | $6,400-33.1% |
| Admin fee / account holder | $1,254 | $18,088-93.1% | $14,673-91.5% | $11,426-89.0% |