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 | $70,075 | $167,484-58.2% | $151,611-53.8% | $134,475-47.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.40% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $7,738 | $6,829+13.3% | $6,166+25.5% | $4,740+63.3% |
| Participant deferral / active EE | $17,185 | $8,986+91.2% | $8,363+105.5% | $6,400+168.5% |
| Admin fee / account holder | $622 | $13,783-95.5% | $11,616-94.6% | $11,426-94.6% |