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 | $43,686 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -3.31% | 74.59%-77.9pp | 66.58%-69.9pp | 220.34%-223.7pp |
| Employer contribution / active EE | $1,598 | $4,804-66.7% | $4,554-64.9% | $4,156-61.6% |
| Participant deferral / active EE | $11,690 | $8,216+42.3% | $7,897+48.0% | $6,407+82.5% |
| Admin fee / account holder | $14,760 | $14,344+2.9% | $13,129+12.4% | $12,270+20.3% |