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 | $24,489 | $138,065-82.3% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.90% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,463 | $5,151-71.6% | $4,628-68.4% | $4,779-69.4% |
| Participant deferral / active EE | $8,612 | $6,799+26.7% | $6,426+34.0% | $5,609+53.5% |
| Admin fee / account holder | $643 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |