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 | $77,874 | $95,862-18.8% | $79,550-2.1% | $134,475-42.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.06% | -2.69%-19.4pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $5,455 | $3,128+74.4% | $2,413+126.1% | $4,740+15.1% |
| Participant deferral / active EE | $5,636 | $4,693+20.1% | $3,985+41.4% | $6,400-11.9% |
| Admin fee / account holder | $781 | $9,126-91.4% | $6,832-88.6% | $11,426-93.2% |