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 6-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 | $72,343 | $232,540-68.9% | $185,117-60.9% | $147,584-51.0% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | -4.73% | 43.03%-47.8pp | 40.50%-45.2pp | 578.55%-583.3pp |
| Employer contribution / active EE | $2,961 | $5,195-43.0% | $4,182-29.2% | $4,876-39.3% |
| Participant deferral / active EE | $5,873 | $5,834+0.7% | $5,045+16.4% | $5,439+8.0% |
| Admin fee / account holder | $20,573 | $10,275+100.2% | $8,159+152.1% | $10,885+89.0% |