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 | $29,548 | $159,602-81.5% | $150,045-80.3% | $142,382-79.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | -10.67% | 70.24%-80.9pp | 62.55%-73.2pp | 217.08%-227.7pp |
| Employer contribution / active EE | $2,213 | $4,961-55.4% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $5,887 | $8,310-29.2% | $7,997-26.4% | $6,507-9.5% |
| Admin fee / account holder | $6,850 | $14,846-53.9% | $13,435-49.0% | $12,624-45.7% |