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 | $173,301 | $95,862+80.8% | $79,550+117.9% | $134,475+28.9% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.71% | -2.69%-18.0pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,930 | $3,128-6.3% | $2,413+21.4% | $4,740-38.2% |
| Participant deferral / active EE | $6,481 | $4,693+38.1% | $3,985+62.6% | $6,400+1.3% |
| Admin fee / account holder | $1,523 | $9,126-83.3% | $6,832-77.7% | $11,426-86.7% |