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 | $59,540 | $114,381-47.9% | $107,525-44.6% | $142,382-58.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | -7.16% | 242.71%-249.9pp | 181.32%-188.5pp | 217.08%-224.2pp |
| Employer contribution / active EE | $3,205 | $4,015-20.2% | $3,754-14.6% | $4,299-25.5% |
| Participant deferral / active EE | $4,505 | $5,564-19.0% | $5,116-11.9% | $6,507-30.8% |
| Admin fee / account holder | $9,383 | $9,860-4.8% | $8,919+5.2% | $12,624-25.7% |