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 | $69,879 | $71,883-2.8% | $86,677-19.4% | $68,494+2.0% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -19.07% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,990 | $2,173+129.7% | $2,836+75.9% | $2,596+92.2% |
| Participant deferral / active EE | $5,921 | $3,779+56.7% | $4,656+27.2% | $4,027+47.0% |
| Admin fee / account holder | $13,857 | $6,112+126.7% | $7,493+84.9% | $5,403+156.5% |