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 | $129,717 | $159,934-18.9% | $147,005-11.8% | $145,959-11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.84% | 98.24%-105.1pp | 418.76%-425.6pp | 561.95%-568.8pp |
| Employer contribution / active EE | $3,679 | $5,287-30.4% | $4,934-25.4% | $4,661-21.1% |
| Participant deferral / active EE | $29,266 | $8,427+247.3% | $8,070+262.7% | $6,689+337.5% |
| Admin fee / account holder | $1,574 | $15,053-89.5% | $13,006-87.9% | $13,398-88.3% |