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 | $56,168 | $59,107-5.0% | $86,436-35.0% | $68,494-18.0% |
| Participation rate | 80.7% | 75.2%+5.5pp | 80.3%+0.4pp | 67.9%+12.8pp |
| Annual return | -19.17% | -0.23%-18.9pp | 4394.89%-4414.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,566 | $2,519+1.9% | $3,769-31.9% | $2,596-1.2% |
| Participant deferral / active EE | $5,148 | $5,901-12.8% | $6,952-26.0% | $4,027+27.8% |
| Admin fee / account holder | $5,295 | $5,637-6.1% | $6,731-21.3% | $5,403-2.0% |