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 | $21,491 | $96,484-77.7% | $75,886-71.7% | $152,861-85.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | -9.70% | 33.98%-43.7pp | 30.76%-40.5pp | 345.32%-355.0pp |
| Employer contribution / active EE | $3,331 | $3,309+0.7% | $2,500+33.2% | $4,762-30.1% |
| Participant deferral / active EE | $5,095 | $4,553+11.9% | $3,603+41.4% | $5,850-12.9% |
| Admin fee / account holder | $4,895 | $8,078-39.4% | $5,418-9.7% | $11,596-57.8% |