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 | $22,840 | $133,958-83.0% | $112,228-79.6% | $134,475-83.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -21.00% | 47.11%-68.1pp | 27.45%-48.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,562 | $4,038-61.3% | $3,635-57.0% | $4,740-67.0% |
| Participant deferral / active EE | $3,723 | $5,291-29.6% | $4,728-21.3% | $6,400-41.8% |
| Admin fee / account holder | $758 | $7,489-89.9% | $6,410-88.2% | $11,426-93.4% |