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 | $49,294 | $148,534-66.8% | $135,903-63.7% | $139,434-64.6% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | -57.77% | 79.19%-137.0pp | 68.23%-126.0pp | 372.94%-430.7pp |
| Employer contribution / active EE | $9,698 | $5,243+85.0% | $4,856+99.7% | $4,751+104.1% |
| Participant deferral / active EE | $17,503 | $8,100+116.1% | $7,758+125.6% | $6,710+160.8% |
| Admin fee / account holder | $4,192 | $12,400-66.2% | $10,762-61.0% | $11,403-63.2% |