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 | $85,506 | $167,484-48.9% | $151,611-43.6% | $134,475-36.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.36% | 7.80%-40.2pp | 3.33%-35.7pp | 417.96%-450.3pp |
| Employer contribution / active EE | $3,715 | $6,829-45.6% | $6,166-39.8% | $4,740-21.6% |
| Participant deferral / active EE | $4,643 | $8,986-48.3% | $8,363-44.5% | $6,400-27.5% |
| Admin fee / account holder | $557 | $13,783-96.0% | $11,616-95.2% | $11,426-95.1% |