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 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | -7.16% | 237.85%-245.0pp | 180.65%-187.8pp | 220.34%-227.5pp |
| Employer contribution / active EE | $3,205 | $3,939-18.7% | $3,689-13.1% | $4,156-22.9% |
| Participant deferral / active EE | $4,505 | $5,500-18.1% | $5,072-11.2% | $6,407-29.7% |
| Admin fee / account holder | $9,383 | $9,721-3.5% | $8,859+5.9% | $12,270-23.5% |