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 | $125,368 | $110,094+13.9% | $151,611-17.3% | $68,494+83.0% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -52.09% | -10.12%-42.0pp | 3.33%-55.4pp | -7.84%-44.3pp |
| Employer contribution / active EE | $16,325 | $4,471+265.2% | $6,166+164.8% | $2,596+528.8% |
| Participant deferral / active EE | $17,648 | $6,527+170.4% | $8,363+111.0% | $4,027+338.2% |
| Admin fee / account holder | $2,813 | $7,719-63.6% | $11,616-75.8% | $5,403-47.9% |