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 | $126,531 | $81,208+55.8% | $98,907+27.9% | $79,858+58.4% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | -19.95% | 60.99%-80.9pp | 196.43%-216.4pp | 31.71%-51.7pp |
| Employer contribution / active EE | $1,254 | $1,960-36.0% | $2,689-53.4% | $2,471-49.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $455 | $6,013-92.4% | $6,642-93.1% | $5,306-91.4% |