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 | $89,219 | $110,261-19.1% | $95,745-6.8% | $139,434-36.0% |
| Participation rate | 84.6% | 75.8%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | -0.84% | 27.11%-28.0pp | 28.35%-29.2pp | 372.94%-373.8pp |
| Employer contribution / active EE | $782 | $3,257-76.0% | $2,835-72.4% | $4,751-83.5% |
| Participant deferral / active EE | $856 | $4,676-81.7% | $4,245-79.8% | $6,710-87.2% |
| Admin fee / account holder | $2,423 | $6,613-63.4% | $5,678-57.3% | $11,403-78.7% |