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 7-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 | $62,019 | $93,024-33.3% | $77,024-19.5% | $134,475-53.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.8pp | 81.2%+10.4pp |
| Annual return | -23.53% | 62.60%-86.1pp | 42.32%-65.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,302 | $3,418+25.9% | $2,812+53.0% | $4,740-9.2% |
| Participant deferral / active EE | $12,011 | $5,238+129.3% | $4,426+171.4% | $6,400+87.7% |
| Admin fee / account holder | $953 | $6,944-86.3% | $5,425-82.4% | $11,426-91.7% |