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 7-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 | $27,652 | $59,107-53.2% | $86,436-68.0% | $68,494-59.6% |
| Participation rate | 73.9% | 75.2%-1.3pp | 80.3%-6.4pp | 67.9%+6.0pp |
| Annual return | -20.42% | -0.23%-20.2pp | 4394.89%-4415.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $5,655 | $2,519+124.5% | $3,769+50.1% | $2,596+117.8% |
| Participant deferral / active EE | $11,883 | $5,901+101.4% | $6,952+70.9% | $4,027+195.1% |
| Admin fee / account holder | $5,720 | $5,637+1.5% | $6,731-15.0% | $5,403+5.9% |