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 | $40,315 | $77,813-48.2% | $123,544-67.4% | $64,186-37.2% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.2pp | 69.6%+8.5pp |
| Annual return | -9.30% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,531 | $3,014-16.0% | $4,628-45.3% | $2,381+6.3% |
| Participant deferral / active EE | $8,237 | $5,240+57.2% | $6,426+28.2% | $3,470+137.4% |
| Admin fee / account holder | $8,454 | $5,519+53.2% | $9,284-8.9% | $4,888+73.0% |