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 7-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 | $84,654 | $160,055-47.1% | $140,016-39.5% | $135,375-37.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -9.60% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,346 | $6,420-32.3% | $5,606-22.5% | $4,779-9.1% |
| Participant deferral / active EE | $9,906 | $7,642+29.6% | $6,927+43.0% | $5,609+76.6% |
| Admin fee / account holder | $7,270 | $13,328-45.5% | $10,705-32.1% | $10,827-32.9% |