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 | $26,876 | $167,484-84.0% | $151,611-82.3% | $134,475-80.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -24.19% | 7.80%-32.0pp | 3.33%-27.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $11,457 | $6,829+67.8% | $6,166+85.8% | $4,740+141.7% |
| Participant deferral / active EE | $8,240 | $8,986-8.3% | $8,363-1.5% | $6,400+28.8% |
| Admin fee / account holder | $2,438 | $13,783-82.3% | $11,616-79.0% | $11,426-78.7% |