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 | $76,420 | $111,754-31.6% | $103,333-26.0% | $145,922-47.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | -0.02% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $8,330 | $4,212+97.8% | $3,868+115.4% | $4,660+78.8% |
| Participant deferral / active EE | $5,634 | $5,619+0.3% | $5,057+11.4% | $6,688-15.8% |
| Admin fee / account holder | $567 | $9,750-94.2% | $8,355-93.2% | $13,397-95.8% |