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 | $64,907 | $167,484-61.2% | $151,611-57.2% | $134,475-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.39% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $7,204 | $6,829+5.5% | $6,166+16.8% | $4,740+52.0% |
| Participant deferral / active EE | $8,526 | $8,986-5.1% | $8,363+1.9% | $6,400+33.2% |
| Admin fee / account holder | $1,769 | $13,783-87.2% | $11,616-84.8% | $11,426-84.5% |