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 8-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 | $114,785 | $165,335-30.6% | $149,696-23.3% | $158,922-27.8% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | -2.33% | 348.15%-350.5pp | 276.60%-278.9pp | 302.83%-305.2pp |
| Employer contribution / active EE | $1,903 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $7,128 | $7,181-0.7% | $6,842+4.2% | $5,982+19.2% |
| Admin fee / account holder | $645 | $10,807-94.0% | $9,309-93.1% | $11,246-94.3% |