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 | $93,462 | $190,805-51.0% | $159,960-41.6% | $134,475-30.5% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -20.80% | 552.23%-573.0pp | 408.60%-429.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,026 | $4,995-59.5% | $4,226-52.1% | $4,740-57.3% |
| Participant deferral / active EE | $13,804 | $6,923+99.4% | $6,182+123.3% | $6,400+115.7% |
| Admin fee / account holder | $978 | $10,471-90.7% | $8,698-88.8% | $11,426-91.4% |