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 7-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 | $40,586 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | -15.14% | 74.59%-89.7pp | 66.58%-81.7pp | 220.34%-235.5pp |
| Employer contribution / active EE | $1,716 | $4,804-64.3% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $6,303 | $8,216-23.3% | $7,897-20.2% | $6,407-1.6% |
| Admin fee / account holder | $1,026 | $14,344-92.8% | $13,129-92.2% | $12,270-91.6% |