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 | $36,115 | $167,484-78.4% | $151,611-76.2% | $134,475-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.48% | 7.80%-29.3pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,766 | $6,829-30.2% | $6,166-22.7% | $4,740+0.6% |
| Participant deferral / active EE | $14,272 | $8,986+58.8% | $8,363+70.6% | $6,400+123.0% |
| Admin fee / account holder | $2,947 | $13,783-78.6% | $11,616-74.6% | $11,426-74.2% |