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 9-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 | $64,079 | $93,071-31.2% | $74,583-14.1% | $273,961-76.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -5.23% | 26.18%-31.4pp | 20.47%-25.7pp | 41.45%-46.7pp |
| Employer contribution / active EE | $8,228 | $3,160+160.4% | $2,525+225.9% | $4,869+69.0% |
| Participant deferral / active EE | $4,177 | $4,160+0.4% | $3,458+20.8% | $5,287-21.0% |
| Admin fee / account holder | $515 | $5,272-90.2% | $4,138-87.6% | $10,132-94.9% |