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 | $145,527 | $52,519+177.1% | $155,790-6.6% | $59,632+144.0% |
| Participation rate | 75.7% | 61.7%+14.0pp | 76.1%-0.4pp | 68.7%+7.0pp |
| Annual return | -5.06% | 53.51%-58.6pp | 71.54%-76.6pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,016 | $1,589-36.1% | $3,836-73.5% | $2,203-53.9% |
| Participant deferral / active EE | $3,683 | $3,084+19.4% | $4,797-23.2% | $3,192+15.4% |
| Admin fee / account holder | $2,383 | $3,540-32.7% | $7,478-68.1% | $4,297-44.5% |