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 4-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 | $55,914 | $159,602-65.0% | $150,045-62.7% | $142,382-60.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | -2.69% | 70.24%-72.9pp | 62.55%-65.2pp | 217.08%-219.8pp |
| Employer contribution / active EE | $4,839 | $4,961-2.5% | $4,693+3.1% | $4,299+12.6% |
| Participant deferral / active EE | $4,964 | $8,310-40.3% | $7,997-37.9% | $6,507-23.7% |
| Admin fee / account holder | $4,781 | $14,846-67.8% | $13,435-64.4% | $12,624-62.1% |