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 5-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 | $38,172 | $163,101-76.6% | $136,749-72.1% | $142,382-73.2% |
| Participation rate | 90.9% | 78.2%+12.7pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | -3.69% | 27.54%-31.2pp | 24.33%-28.0pp | 217.08%-220.8pp |
| Employer contribution / active EE | $2,817 | $4,117-31.6% | $3,400-17.1% | $4,299-34.5% |
| Participant deferral / active EE | $6,475 | $5,585+15.9% | $4,692+38.0% | $6,507-0.5% |
| Admin fee / account holder | $1,248 | $14,318-91.3% | $11,386-89.0% | $12,624-90.1% |