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 8-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 | $44,657 | $82,664-46.0% | $125,339-64.4% | $68,494-34.8% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -24.66% | -5.97%-18.7pp | 572.05%-596.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $4,013 | $3,381+18.7% | $4,814-16.6% | $2,596+54.6% |
| Participant deferral / active EE | $11,539 | $6,110+88.8% | $7,446+55.0% | $4,027+186.5% |
| Admin fee / account holder | $489 | $6,275-92.2% | $10,010-95.1% | $5,403-90.9% |