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 | $62,898 | $118,450-46.9% | $98,439-36.1% | $139,434-54.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -13.79% | 18.94%-32.7pp | 21.16%-35.0pp | 372.94%-386.7pp |
| Employer contribution / active EE | $5,017 | $3,609+39.0% | $3,048+64.6% | $4,751+5.6% |
| Participant deferral / active EE | $5,414 | $5,392+0.4% | $4,738+14.3% | $6,710-19.3% |
| Admin fee / account holder | $830 | $14,026-94.1% | $8,948-90.7% | $11,403-92.7% |