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 7-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 | $39,975 | $159,602-75.0% | $150,045-73.4% | $142,382-71.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | -1.47% | 70.24%-71.7pp | 62.55%-64.0pp | 217.08%-218.5pp |
| Employer contribution / active EE | $1,590 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $3,847 | $8,310-53.7% | $7,997-51.9% | $6,507-40.9% |
| Admin fee / account holder | $7,104 | $14,846-52.1% | $13,435-47.1% | $12,624-43.7% |