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 5-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 | $54,835 | $78,672-30.3% | $109,143-49.8% | $85,850-36.1% |
| Participation rate | 92.5% | 68.3%+24.2pp | 75.9%+16.6pp | 69.3%+23.2pp |
| Annual return | -9.32% | 25.09%-34.4pp | 25.75%-35.1pp | 318.53%-327.9pp |
| Employer contribution / active EE | $4,622 | $2,735+69.0% | $3,722+24.2% | $2,565+80.2% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,396 | $5,469-74.5% | $6,752-79.3% | $6,260-77.7% |