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 | $74,648 | $115,770-35.5% | $101,248-26.3% | $158,922-53.0% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | -0.04% | 56.14%-56.2pp | 46.47%-46.5pp | 302.83%-302.9pp |
| Employer contribution / active EE | $2,194 | $4,175-47.4% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $6,114 | $4,957+23.3% | $4,370+39.9% | $5,982+2.2% |
| Admin fee / account holder | $1,411 | $7,245-80.5% | $5,945-76.3% | $11,246-87.5% |