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 | $35,085 | $67,214-47.8% | $61,491-42.9% | $134,475-73.9% |
| Participation rate | 87.5% | 83.7%+3.8pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -20.75% | -12.08%-8.7pp | -12.98%-7.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,837 | $4,974-22.9% | $4,246-9.6% | $4,740-19.1% |
| Participant deferral / active EE | $7,008 | $6,103+14.8% | $5,188+35.1% | $6,400+9.5% |
| Admin fee / account holder | $1,617 | $4,610-64.9% | $4,312-62.5% | $11,426-85.9% |