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 | $67,815 | $110,094-38.4% | $151,611-55.3% | $68,494-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.28% | -10.12%-9.2pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,743 | $4,471-38.6% | $6,166-55.5% | $2,596+5.6% |
| Participant deferral / active EE | $7,365 | $6,527+12.8% | $8,363-11.9% | $4,027+82.9% |
| Admin fee / account holder | $538 | $7,719-93.0% | $11,616-95.4% | $5,403-90.0% |