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 9-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 | $50,859 | $127,100-60.0% | $105,738-51.9% | $135,375-62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 4.49%-13.2pp | 6.27%-15.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,776 | $4,107-8.1% | $3,268+15.5% | $4,779-21.0% |
| Participant deferral / active EE | $7,914 | $5,064+56.3% | $4,080+94.0% | $5,609+41.1% |
| Admin fee / account holder | $316 | $9,087-96.5% | $6,913-95.4% | $10,827-97.1% |