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 | $64,090 | $59,107+8.4% | $86,436-25.9% | $68,494-6.4% |
| Participation rate | 90.7% | 75.2%+15.5pp | 80.3%+10.4pp | 67.9%+22.8pp |
| Annual return | -21.56% | -0.23%-21.3pp | 4394.89%-4416.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,396 | $2,519-4.9% | $3,769-36.4% | $2,596-7.7% |
| Participant deferral / active EE | $9,782 | $5,901+65.8% | $6,952+40.7% | $4,027+142.9% |
| Admin fee / account holder | $5,251 | $5,637-6.8% | $6,731-22.0% | $5,403-2.8% |