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 6-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 | $30,442 | $176,056-82.7% | $159,436-80.9% | $167,490-81.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | -4.49% | 331.75%-336.2pp | 263.57%-268.1pp | 478.56%-483.1pp |
| Employer contribution / active EE | $1,449 | $5,297-72.6% | $4,829-70.0% | $4,837-70.0% |
| Participant deferral / active EE | $13,112 | $7,750+69.2% | $7,352+78.3% | $6,341+106.8% |
| Admin fee / account holder | $3,369 | $12,554-73.2% | $10,799-68.8% | $12,309-72.6% |