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 9-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 | $58,809 | $167,307-64.8% | $143,757-59.1% | $134,475-56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.65% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $6,626 | $5,619+17.9% | $4,951+33.8% | $4,740+39.8% |
| Participant deferral / active EE | $8,181 | $6,446+26.9% | $5,637+45.1% | $6,400+27.8% |
| Admin fee / account holder | $1,005 | $18,088-94.4% | $14,673-93.2% | $11,426-91.2% |