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 | $20,612 | $159,602-87.1% | $150,045-86.3% | $142,382-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -8.64% | 70.24%-78.9pp | 62.55%-71.2pp | 217.08%-225.7pp |
| Employer contribution / active EE | $4,266 | $4,961-14.0% | $4,693-9.1% | $4,299-0.8% |
| Participant deferral / active EE | $8,747 | $8,310+5.3% | $7,997+9.4% | $6,507+34.4% |
| Admin fee / account holder | $21,189 | $14,846+42.7% | $13,435+57.7% | $12,624+67.9% |