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 4-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 | $66,577 | $127,065-47.6% | $113,168-41.2% | $142,382-53.2% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | -1.22% | 24.03%-25.2pp | 24.27%-25.5pp | 217.08%-218.3pp |
| Employer contribution / active EE | $2,576 | $3,442-25.2% | $2,975-13.4% | $4,299-40.1% |
| Participant deferral / active EE | $16,663 | $5,716+191.5% | $5,107+226.3% | $6,507+156.1% |
| Admin fee / account holder | $577 | $15,736-96.3% | $12,068-95.2% | $12,624-95.4% |