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 7-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 | $55,853 | $97,881-42.9% | $80,004-30.2% | $125,391-55.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 73.0%-3.0pp | 83.2%-13.2pp |
| Annual return | -4.96% | 9.36%-14.3pp | 7.63%-12.6pp | 282.22%-287.2pp |
| Employer contribution / active EE | $611 | $3,128-80.5% | $2,473-75.3% | $4,866-87.4% |
| Participant deferral / active EE | $611 | $3,744-83.7% | $3,204-80.9% | $5,352-88.6% |
| Admin fee / account holder | $1,686 | $6,278-73.1% | $5,033-66.5% | $9,540-82.3% |