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 | $51,397 | $92,222-44.3% | $76,768-33.0% | $135,375-62.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -10.63% | 5.46%-16.1pp | 2.43%-13.1pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,172 | $3,216-32.5% | $2,485-12.6% | $4,779-54.6% |
| Participant deferral / active EE | $4,803 | $4,509+6.5% | $3,852+24.7% | $5,609-14.4% |
| Admin fee / account holder | $673 | $10,748-93.7% | $6,675-89.9% | $10,827-93.8% |