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 | $68,304 | $133,958-49.0% | $112,228-39.1% | $134,475-49.2% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -23.48% | 47.11%-70.6pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $4,992 | $4,038+23.6% | $3,635+37.3% | $4,740+5.3% |
| Participant deferral / active EE | $7,265 | $5,291+37.3% | $4,728+53.6% | $6,400+13.5% |
| Admin fee / account holder | $781 | $7,489-89.6% | $6,410-87.8% | $11,426-93.2% |