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 | $32,264 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -13.19% | 70.24%-83.4pp | 62.55%-75.7pp | 217.08%-230.3pp |
| Employer contribution / active EE | $4,519 | $4,961-8.9% | $4,693-3.7% | $4,299+5.1% |
| Participant deferral / active EE | $14,029 | $8,310+68.8% | $7,997+75.4% | $6,507+115.6% |
| Admin fee / account holder | $6,247 | $14,846-57.9% | $13,435-53.5% | $12,624-50.5% |