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 | $62,576 | $167,307-62.6% | $143,757-56.5% | $134,475-53.5% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -20.36% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,761 | $5,619-33.1% | $4,951-24.0% | $4,740-20.6% |
| Participant deferral / active EE | $9,998 | $6,446+55.1% | $5,637+77.4% | $6,400+56.2% |
| Admin fee / account holder | $1,938 | $18,088-89.3% | $14,673-86.8% | $11,426-83.0% |