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 | $47,238 | $77,813-39.3% | $123,544-61.8% | $64,186-26.4% |
| Participation rate | 74.4% | 74.7%-0.3pp | 82.3%-7.9pp | 69.6%+4.9pp |
| Annual return | -9.19% | 12.48%-21.7pp | 119.20%-128.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,793 | $3,014-7.3% | $4,628-39.6% | $2,381+17.3% |
| Participant deferral / active EE | $7,682 | $5,240+46.6% | $6,426+19.6% | $3,470+121.4% |
| Admin fee / account holder | $1,749 | $5,519-68.3% | $9,284-81.2% | $4,888-64.2% |