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 | $71,823 | $142,344-49.5% | $119,609-40.0% | $134,475-46.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.17% | -12.44%-9.7pp | -14.97%-7.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $5,459 | $5,222+4.5% | $4,232+29.0% | $4,740+15.2% |
| Participant deferral / active EE | $8,681 | $6,469+34.2% | $5,602+55.0% | $6,400+35.7% |
| Admin fee / account holder | $1,042 | $13,584-92.3% | $10,323-89.9% | $11,426-90.9% |