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 | $50,543 | $133,958-62.3% | $112,228-55.0% | $134,475-62.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -21.43% | 47.11%-68.5pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $10,062 | $4,038+149.2% | $3,635+176.8% | $4,740+112.3% |
| Participant deferral / active EE | $11,902 | $5,291+125.0% | $4,728+151.7% | $6,400+86.0% |
| Admin fee / account holder | $990 | $7,489-86.8% | $6,410-84.6% | $11,426-91.3% |