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 3-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 | $20,612 | $154,228-86.6% | $145,433-85.8% | $137,256-85.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -8.64% | 74.59%-83.2pp | 66.58%-75.2pp | 220.34%-229.0pp |
| Employer contribution / active EE | $4,266 | $4,804-11.2% | $4,554-6.3% | $4,156+2.6% |
| Participant deferral / active EE | $8,747 | $8,216+6.5% | $7,897+10.8% | $6,407+36.5% |
| Admin fee / account holder | $21,189 | $14,344+47.7% | $13,129+61.4% | $12,270+72.7% |