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 | $69,531 | $127,065-45.3% | $113,168-38.6% | $142,382-51.2% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | -0.81% | 24.03%-24.8pp | 24.27%-25.1pp | 217.08%-217.9pp |
| Employer contribution / active EE | $9,356 | $3,442+171.8% | $2,975+214.5% | $4,299+117.6% |
| Participant deferral / active EE | $4,454 | $5,716-22.1% | $5,107-12.8% | $6,507-31.6% |
| Admin fee / account holder | $375 | $15,736-97.6% | $12,068-96.9% | $12,624-97.0% |