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 3-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 | $67,462 | $167,307-59.7% | $143,757-53.1% | $134,475-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.85% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $6,294 | $5,619+12.0% | $4,951+27.1% | $4,740+32.8% |
| Participant deferral / active EE | $15,120 | $6,446+134.6% | $5,637+168.2% | $6,400+136.3% |
| Admin fee / account holder | $1,212 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |