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 | $81,278 | $105,860-23.2% | $90,749-10.4% | $134,475-39.6% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.7%+6.9pp | 81.2%+1.4pp |
| Annual return | -29.07% | -11.01%-18.1pp | -12.16%-16.9pp | 417.96%-447.0pp |
| Employer contribution / active EE | $4,566 | $3,462+31.9% | $2,921+56.3% | $4,740-3.7% |
| Participant deferral / active EE | $10,396 | $5,216+99.3% | $4,564+127.8% | $6,400+62.4% |
| Admin fee / account holder | $10,156 | $13,938-27.1% | $8,445+20.3% | $11,426-11.1% |