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 6-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 | $34,832 | $86,286-59.6% | $111,297-68.7% | $85,850-59.4% |
| Participation rate | 97.5% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | -23.15% | 19.99%-43.1pp | 54.65%-77.8pp | 318.53%-341.7pp |
| Employer contribution / active EE | $5,923 | $2,043+189.9% | $2,731+116.9% | $2,565+130.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $710 | $8,188-91.3% | $7,964-91.1% | $6,260-88.7% |