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 | $34,161 | $67,331-49.3% | $60,874-43.9% | $134,475-74.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.99% | 49.93%-73.9pp | 16.90%-40.9pp | 417.96%-442.0pp |
| Employer contribution / active EE | $4,556 | $3,096+47.1% | $2,701+68.6% | $4,740-3.9% |
| Participant deferral / active EE | $8,268 | $4,538+82.2% | $3,817+116.6% | $6,400+29.2% |
| Admin fee / account holder | $349 | $4,582-92.4% | $3,224-89.2% | $11,426-96.9% |