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 | $29,519 | $56,199-47.5% | $67,652-56.4% | $59,632-50.5% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | -3.65% | 18505.31%-18509.0pp | 6625.04%-6628.7pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $2,452 | $1,614+51.9% | $2,266+8.2% | $2,203+11.3% |
| Participant deferral / active EE | $6,118 | $2,844+115.1% | $3,560+71.9% | $3,192+91.7% |
| Admin fee / account holder | $6,195 | $3,958+56.5% | $4,821+28.5% | $4,297+44.2% |