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 8-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 | $22,380 | $133,958-83.3% | $112,228-80.1% | $134,475-83.4% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -23.31% | 47.11%-70.4pp | 27.45%-50.8pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,357 | $4,038-41.6% | $3,635-35.1% | $4,740-50.3% |
| Participant deferral / active EE | $2,437 | $5,291-53.9% | $4,728-48.4% | $6,400-61.9% |
| Admin fee / account holder | $507 | $7,489-93.2% | $6,410-92.1% | $11,426-95.6% |