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 | $25,376 | $133,958-81.1% | $112,228-77.4% | $134,475-81.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -23.88% | 47.11%-71.0pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $4,961 | $4,038+22.9% | $3,635+36.5% | $4,740+4.7% |
| Participant deferral / active EE | $4,864 | $5,291-8.1% | $4,728+2.9% | $6,400-24.0% |
| Admin fee / account holder | $313 | $7,489-95.8% | $6,410-95.1% | $11,426-97.3% |