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 8-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 | $56,641 | $59,107-4.2% | $86,436-34.5% | $68,494-17.3% |
| Participation rate | 81.5% | 75.2%+6.2pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -19.36% | -0.23%-19.1pp | 4394.89%-4414.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,938 | $2,519+56.3% | $3,769+4.5% | $2,596+51.7% |
| Participant deferral / active EE | $8,519 | $5,901+44.4% | $6,952+22.5% | $4,027+111.5% |
| Admin fee / account holder | $4,501 | $5,637-20.2% | $6,731-33.1% | $5,403-16.7% |