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 | $84,014 | $83,908+0.1% | $68,509+22.6% | $125,391-33.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -7.47% | 14.48%-21.9pp | 8.27%-15.7pp | 282.22%-289.7pp |
| Employer contribution / active EE | $3,322 | $3,031+9.6% | $2,278+45.8% | $4,866-31.7% |
| Participant deferral / active EE | $16,690 | $4,125+304.6% | $3,382+393.4% | $5,352+211.9% |
| Admin fee / account holder | $130,293 | $8,982+1350.6% | $5,275+2370.2% | $9,540+1265.7% |