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 | $55,454 | $167,307-66.9% | $143,757-61.4% | $134,475-58.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.39% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,635 | $5,619-53.1% | $4,951-46.8% | $4,740-44.4% |
| Participant deferral / active EE | $8,276 | $6,446+28.4% | $5,637+46.8% | $6,400+29.3% |
| Admin fee / account holder | $326 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |