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 | $74,444 | $142,344-47.7% | $119,609-37.8% | $134,475-44.6% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -23.11% | -12.44%-10.7pp | -14.97%-8.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $9,018 | $5,222+72.7% | $4,232+113.1% | $4,740+90.3% |
| Participant deferral / active EE | $7,847 | $6,469+21.3% | $5,602+40.1% | $6,400+22.6% |
| Admin fee / account holder | $11,781 | $13,584-13.3% | $10,323+14.1% | $11,426+3.1% |