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 | $58,308 | $133,958-56.5% | $112,228-48.0% | $134,475-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.57% | 47.11%-69.7pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,278 | $4,038-68.4% | $3,635-64.9% | $4,740-73.0% |
| Participant deferral / active EE | $3,907 | $5,291-26.1% | $4,728-17.4% | $6,400-38.9% |
| Admin fee / account holder | $1,263 | $7,489-83.1% | $6,410-80.3% | $11,426-88.9% |