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 | $50,692 | $133,958-62.2% | $112,228-54.8% | $134,475-62.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -21.35% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,591 | $4,038-11.1% | $3,635-1.2% | $4,740-24.2% |
| Participant deferral / active EE | $13,410 | $5,291+153.5% | $4,728+183.6% | $6,400+109.5% |
| Admin fee / account holder | $474 | $7,489-93.7% | $6,410-92.6% | $11,426-95.9% |