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 | $66,502 | $175,600-62.1% | $129,110-48.5% | $134,475-50.5% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.3%+12.2pp | 81.2%+8.3pp |
| Annual return | -22.64% | -11.39%-11.3pp | -10.94%-11.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $3,668 | $6,355-42.3% | $5,052-27.4% | $4,740-22.6% |
| Participant deferral / active EE | $7,942 | $7,975-0.4% | $6,542+21.4% | $6,400+24.1% |
| Admin fee / account holder | $2,651 | $23,567-88.8% | $14,302-81.5% | $11,426-76.8% |