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 7-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 | $52,024 | $100,754-48.4% | $86,677-40.0% | $134,475-61.3% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -20.34% | 29.04%-49.4pp | 35.91%-56.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,968 | $3,489+42.4% | $2,836+75.2% | $4,740+4.8% |
| Participant deferral / active EE | $7,911 | $5,338+48.2% | $4,656+69.9% | $6,400+23.6% |
| Admin fee / account holder | $769 | $10,926-93.0% | $7,493-89.7% | $11,426-93.3% |