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 | $64,205 | $96,965-33.8% | $97,995-34.5% | $147,584-56.5% |
| Participation rate | 72.2% | 83.6%-11.4pp | 82.4%-10.2pp | 82.8%-10.6pp |
| Annual return | -5.24% | 24.11%-29.4pp | 23.94%-29.2pp | 578.55%-583.8pp |
| Employer contribution / active EE | $1,561 | $4,536-65.6% | $4,158-62.5% | $4,876-68.0% |
| Participant deferral / active EE | $2,002 | $5,081-60.6% | $5,097-60.7% | $5,439-63.2% |
| Admin fee / account holder | $4,778 | $8,120-41.2% | $5,943-19.6% | $10,885-56.1% |