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 | $55,847 | $167,484-66.7% | $151,611-63.2% | $134,475-58.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -23.46% | 7.80%-31.3pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $6,047 | $6,829-11.5% | $6,166-1.9% | $4,740+27.6% |
| Participant deferral / active EE | $9,336 | $8,986+3.9% | $8,363+11.6% | $6,400+45.9% |
| Admin fee / account holder | $400 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |