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 | $41,238 | $138,065-70.1% | $123,544-66.6% | $135,375-69.5% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -13.14% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $4,710 | $5,151-8.6% | $4,628+1.8% | $4,779-1.4% |
| Participant deferral / active EE | $8,938 | $6,799+31.5% | $6,426+39.1% | $5,609+59.4% |
| Admin fee / account holder | $1,439 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |