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 9-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 | $44,036 | $111,754-60.6% | $103,333-57.4% | $145,922-69.8% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | -1.03% | 24.77%-25.8pp | 24.88%-25.9pp | 561.29%-562.3pp |
| Employer contribution / active EE | $3,735 | $4,212-11.3% | $3,868-3.4% | $4,660-19.8% |
| Participant deferral / active EE | $6,185 | $5,619+10.1% | $5,057+22.3% | $6,688-7.5% |
| Admin fee / account holder | $3,968 | $9,750-59.3% | $8,355-52.5% | $13,397-70.4% |