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 10-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 | $28,742 | $177,572-83.8% | $154,803-81.4% | $142,382-79.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | -0.31% | 65.07%-65.4pp | 58.88%-59.2pp | 217.08%-217.4pp |
| Employer contribution / active EE | $2,344 | $4,810-51.3% | $4,305-45.6% | $4,299-45.5% |
| Participant deferral / active EE | $5,693 | $6,272-9.2% | $5,540+2.8% | $6,507-12.5% |
| Admin fee / account holder | $18,571 | $16,786+10.6% | $14,329+29.6% | $12,624+47.1% |