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 5-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 | $114,232 | $167,307-31.7% | $143,757-20.5% | $134,475-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.00% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,454 | $5,619-38.5% | $4,951-30.2% | $4,740-27.1% |
| Participant deferral / active EE | $8,200 | $6,446+27.2% | $5,637+45.5% | $6,400+28.1% |
| Admin fee / account holder | $2,723 | $18,088-84.9% | $14,673-81.4% | $11,426-76.2% |