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 | $31,324 | $100,754-68.9% | $86,677-63.9% | $134,475-76.7% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -20.51% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,014 | $3,489-42.3% | $2,836-29.0% | $4,740-57.5% |
| Participant deferral / active EE | $8,789 | $5,338+64.7% | $4,656+88.8% | $6,400+37.3% |
| Admin fee / account holder | $535 | $10,926-95.1% | $7,493-92.9% | $11,426-95.3% |