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 | $86,245 | $160,055-46.1% | $140,016-38.4% | $135,375-36.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -9.46% | 911.38%-920.8pp | 651.12%-660.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,939 | $6,420-38.6% | $5,606-29.7% | $4,779-17.6% |
| Participant deferral / active EE | $8,232 | $7,642+7.7% | $6,927+18.8% | $5,609+46.8% |
| Admin fee / account holder | $563 | $13,328-95.8% | $10,705-94.7% | $10,827-94.8% |