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 6-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 | $36,930 | $159,602-76.9% | $150,045-75.4% | $142,382-74.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | -0.23% | 70.24%-70.5pp | 62.55%-62.8pp | 217.08%-217.3pp |
| Employer contribution / active EE | $2,185 | $4,961-55.9% | $4,693-53.4% | $4,299-49.2% |
| Participant deferral / active EE | $6,224 | $8,310-25.1% | $7,997-22.2% | $6,507-4.4% |
| Admin fee / account holder | $6,060 | $14,846-59.2% | $13,435-54.9% | $12,624-52.0% |