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 8-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 | $36,843 | $167,307-78.0% | $143,757-74.4% | $134,475-72.6% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -26.46% | 0.46%-26.9pp | -0.04%-26.4pp | 417.96%-444.4pp |
| Employer contribution / active EE | $4,185 | $5,619-25.5% | $4,951-15.5% | $4,740-11.7% |
| Participant deferral / active EE | $3,817 | $6,446-40.8% | $5,637-32.3% | $6,400-40.4% |
| Admin fee / account holder | $2,166 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |