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 | $28,419 | $115,882-75.5% | $100,516-71.7% | $158,922-82.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -4.48% | 34.79%-39.3pp | 30.89%-35.4pp | 302.83%-307.3pp |
| Employer contribution / active EE | $4,607 | $4,103+12.3% | $3,418+34.8% | $4,761-3.2% |
| Participant deferral / active EE | $6,700 | $6,674+0.4% | $6,270+6.9% | $5,982+12.0% |
| Admin fee / account holder | $384 | $10,995-96.5% | $8,081-95.2% | $11,246-96.6% |