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 | $27,613 | $142,344-80.6% | $119,609-76.9% | $134,475-79.5% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -21.83% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $4,361 | $5,222-16.5% | $4,232+3.1% | $4,740-8.0% |
| Participant deferral / active EE | $8,821 | $6,469+36.4% | $5,602+57.5% | $6,400+37.8% |
| Admin fee / account holder | $1,550 | $13,584-88.6% | $10,323-85.0% | $11,426-86.4% |