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 5-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 | $13,662 | $90,519-84.9% | $93,789-85.4% | $134,475-89.8% |
| Participation rate | 71.4% | 82.0%-10.5pp | 81.0%-9.5pp | 81.2%-9.8pp |
| Annual return | -23.77% | -15.72%-8.1pp | -11.33%-12.4pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,682 | $4,343-61.3% | $4,323-61.1% | $4,740-64.5% |
| Participant deferral / active EE | $5,245 | $5,978-12.3% | $6,094-13.9% | $6,400-18.0% |
| Admin fee / account holder | $352 | $9,252-96.2% | $7,195-95.1% | $11,426-96.9% |