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 | $58,230 | $137,414-57.6% | $189,513-69.3% | $85,850-32.2% |
| Participation rate | 98.0% | 84.6%+13.4pp | 87.8%+10.2pp | 69.3%+28.7pp |
| Annual return | -5.48% | 38.14%-43.6pp | 555.15%-560.6pp | 318.53%-324.0pp |
| Employer contribution / active EE | $6,500 | $4,344+49.6% | $6,162+5.5% | $2,565+153.4% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,442 | $8,630-60.1% | $12,045-71.4% | $6,260-45.0% |