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 | $18,606 | $105,860-82.4% | $90,749-79.5% | $134,475-86.2% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.7%-2.4pp | 81.2%-7.9pp |
| Annual return | -22.37% | -11.01%-11.4pp | -12.16%-10.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,356 | $3,462-32.0% | $2,921-19.3% | $4,740-50.3% |
| Participant deferral / active EE | $3,959 | $5,216-24.1% | $4,564-13.3% | $6,400-38.1% |
| Admin fee / account holder | $2,077 | $13,938-85.1% | $8,445-75.4% | $11,426-81.8% |