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 | $113,022 | $214,378-47.3% | $200,582-43.7% | $142,382-20.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -9.93% | 46.41%-56.3pp | 42.33%-52.3pp | 217.08%-227.0pp |
| Employer contribution / active EE | $5,085 | $6,841-25.7% | $6,419-20.8% | $4,299+18.3% |
| Participant deferral / active EE | $3,260 | $9,865-67.0% | $9,331-65.1% | $6,507-49.9% |
| Admin fee / account holder | $670 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |