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 4-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 | $114,550 | $167,484-31.6% | $151,611-24.4% | $134,475-14.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.66% | 7.80%-32.5pp | 3.33%-28.0pp | 417.96%-442.6pp |
| Employer contribution / active EE | $3,217 | $6,829-52.9% | $6,166-47.8% | $4,740-32.1% |
| Participant deferral / active EE | $12,781 | $8,986+42.2% | $8,363+52.8% | $6,400+99.7% |
| Admin fee / account holder | $2,452 | $13,783-82.2% | $11,616-78.9% | $11,426-78.5% |