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 4-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 | $41,601 | $167,307-75.1% | $143,757-71.1% | $134,475-69.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -26.98% | 0.46%-27.4pp | -0.04%-26.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $2,665 | $5,619-52.6% | $4,951-46.2% | $4,740-43.8% |
| Participant deferral / active EE | $6,145 | $6,446-4.7% | $5,637+9.0% | $6,400-4.0% |
| Admin fee / account holder | $1,566 | $18,088-91.3% | $14,673-89.3% | $11,426-86.3% |