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 | $88,648 | $167,484-47.1% | $151,611-41.5% | $134,475-34.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -25.19% | 7.80%-33.0pp | 3.33%-28.5pp | 417.96%-443.2pp |
| Employer contribution / active EE | $15,844 | $6,829+132.0% | $6,166+157.0% | $4,740+234.3% |
| Participant deferral / active EE | $17,357 | $8,986+93.2% | $8,363+107.5% | $6,400+171.2% |
| Admin fee / account holder | $25,699 | $13,783+86.5% | $11,616+121.2% | $11,426+124.9% |