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 | $32,744 | $142,344-77.0% | $119,609-72.6% | $134,475-75.7% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -21.52% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,555 | $5,222-51.1% | $4,232-39.6% | $4,740-46.1% |
| Participant deferral / active EE | $3,912 | $6,469-39.5% | $5,602-30.2% | $6,400-38.9% |
| Admin fee / account holder | $780 | $13,584-94.3% | $10,323-92.4% | $11,426-93.2% |