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 | $36,257 | $167,307-78.3% | $143,757-74.8% | $134,475-73.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -20.57% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,376 | $5,619-57.7% | $4,951-52.0% | $4,740-49.9% |
| Participant deferral / active EE | $6,697 | $6,446+3.9% | $5,637+18.8% | $6,400+4.6% |
| Admin fee / account holder | $727 | $18,088-96.0% | $14,673-95.0% | $11,426-93.6% |