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 | $41,672 | $90,503-54.0% | $78,689-47.0% | $273,961-84.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | -1.68% | 75.60%-77.3pp | 62.18%-63.9pp | 41.45%-43.1pp |
| Employer contribution / active EE | $2,574 | $3,176-19.0% | $2,851-9.7% | $4,869-47.1% |
| Participant deferral / active EE | $6,912 | $3,901+77.2% | $3,517+96.5% | $5,287+30.7% |
| Admin fee / account holder | $2,807 | $5,263-46.7% | $4,510-37.8% | $10,132-72.3% |