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 | $42,258 | $93,024-54.6% | $77,024-45.1% | $134,475-68.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.53% | 62.60%-85.1pp | 42.32%-64.8pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,046 | $3,418-40.2% | $2,812-27.3% | $4,740-56.8% |
| Participant deferral / active EE | $5,241 | $5,238+0.1% | $4,426+18.4% | $6,400-18.1% |
| Admin fee / account holder | $317 | $6,944-95.4% | $5,425-94.2% | $11,426-97.2% |