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 | $54,305 | $157,256-65.5% | $141,162-61.5% | $152,861-64.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | -3.25% | 64.32%-67.6pp | 71.39%-74.6pp | 345.32%-348.6pp |
| Employer contribution / active EE | $9,642 | $5,261+83.3% | $4,735+103.6% | $4,762+102.5% |
| Participant deferral / active EE | $27,032 | $7,109+280.2% | $6,709+302.9% | $5,850+362.1% |
| Admin fee / account holder | $14,422 | $12,120+19.0% | $10,261+40.5% | $11,596+24.4% |