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 | $109,391 | $131,829-17.0% | $108,579+0.7% | $273,961-60.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -12.99% | -91.57%+78.6pp | -51.70%+38.7pp | 41.45%-54.4pp |
| Employer contribution / active EE | $1,178 | $4,912-76.0% | $3,758-68.7% | $4,869-75.8% |
| Participant deferral / active EE | $1,845 | $5,127-64.0% | $4,311-57.2% | $5,287-65.1% |
| Admin fee / account holder | $645 | $10,252-93.7% | $7,645-91.6% | $10,132-93.6% |