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 | $27,784 | $167,484-83.4% | $151,611-81.7% | $134,475-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.42% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,756 | $6,829-45.0% | $6,166-39.1% | $4,740-20.8% |
| Participant deferral / active EE | $9,608 | $8,986+6.9% | $8,363+14.9% | $6,400+50.1% |
| Admin fee / account holder | $304 | $13,783-97.8% | $11,616-97.4% | $11,426-97.3% |