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 7-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 | $33,473 | $100,754-66.8% | $86,677-61.4% | $134,475-75.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -21.53% | 29.04%-50.6pp | 35.91%-57.4pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,890 | $3,489-17.2% | $2,836+1.9% | $4,740-39.0% |
| Participant deferral / active EE | $4,918 | $5,338-7.9% | $4,656+5.6% | $6,400-23.1% |
| Admin fee / account holder | $727 | $10,926-93.3% | $7,493-90.3% | $11,426-93.6% |