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 8-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 | $41,672 | $133,958-68.9% | $112,228-62.9% | $134,475-69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.78% | 47.11%-77.9pp | 27.45%-58.2pp | 417.96%-448.7pp |
| Employer contribution / active EE | $2,479 | $4,038-38.6% | $3,635-31.8% | $4,740-47.7% |
| Participant deferral / active EE | $5,349 | $5,291+1.1% | $4,728+13.1% | $6,400-16.4% |
| Admin fee / account holder | $1,103 | $7,489-85.3% | $6,410-82.8% | $11,426-90.3% |