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 | $27,848 | $167,307-83.4% | $143,757-80.6% | $134,475-79.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.69% | 0.46%-27.1pp | -0.04%-26.6pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,806 | $5,619-67.9% | $4,951-63.5% | $4,740-61.9% |
| Participant deferral / active EE | $6,789 | $6,446+5.3% | $5,637+20.4% | $6,400+6.1% |
| Admin fee / account holder | $6,427 | $18,088-64.5% | $14,673-56.2% | $11,426-43.8% |