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 8-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 | $14,774 | $95,862-84.6% | $79,550-81.4% | $134,475-89.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.14% | -2.69%-19.5pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,222 | $3,128-60.9% | $2,413-49.4% | $4,740-74.2% |
| Participant deferral / active EE | $5,795 | $4,693+23.5% | $3,985+45.4% | $6,400-9.5% |
| Admin fee / account holder | $3,241 | $9,126-64.5% | $6,832-52.6% | $11,426-71.6% |