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 | $33,923 | $106,515-68.2% | $96,683-64.9% | $139,434-75.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -4.32% | 38.43%-42.7pp | 35.69%-40.0pp | 372.94%-377.3pp |
| Employer contribution / active EE | $3,761 | $4,103-8.3% | $3,737+0.7% | $4,751-20.8% |
| Participant deferral / active EE | $4,660 | $5,454-14.6% | $4,878-4.5% | $6,710-30.6% |
| Admin fee / account holder | $10,588 | $7,877+34.4% | $6,730+57.3% | $11,403-7.1% |