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 | $156,752 | $167,307-6.3% | $143,757+9.0% | $134,475+16.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -28.53% | 0.46%-29.0pp | -0.04%-28.5pp | 417.96%-446.5pp |
| Employer contribution / active EE | $1,785 | $5,619-68.2% | $4,951-64.0% | $4,740-62.3% |
| Participant deferral / active EE | $4,847 | $6,446-24.8% | $5,637-14.0% | $6,400-24.3% |
| Admin fee / account holder | $1,407 | $18,088-92.2% | $14,673-90.4% | $11,426-87.7% |