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 6-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 | $40,170 | $133,958-70.0% | $112,228-64.2% | $134,475-70.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -23.23% | 47.11%-70.3pp | 27.45%-50.7pp | 417.96%-441.2pp |
| Employer contribution / active EE | $4,036 | $4,0380% | $3,635+11.1% | $4,740-14.8% |
| Participant deferral / active EE | $6,613 | $5,291+25.0% | $4,728+39.9% | $6,400+3.3% |
| Admin fee / account holder | $692 | $7,489-90.8% | $6,410-89.2% | $11,426-93.9% |