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 5-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 | $25,813 | $167,484-84.6% | $151,611-83.0% | $134,475-80.8% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -26.37% | 7.80%-34.2pp | 3.33%-29.7pp | 417.96%-444.3pp |
| Employer contribution / active EE | $4,968 | $6,829-27.2% | $6,166-19.4% | $4,740+4.8% |
| Participant deferral / active EE | $11,286 | $8,986+25.6% | $8,363+34.9% | $6,400+76.4% |
| Admin fee / account holder | $3,257 | $13,783-76.4% | $11,616-72.0% | $11,426-71.5% |