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 | $71,953 | $183,592-60.8% | $155,567-53.7% | $145,959-50.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | -0.91% | 61.24%-62.1pp | 64.74%-65.6pp | 561.95%-562.9pp |
| Employer contribution / active EE | $6,005 | $5,315+13.0% | $4,674+28.5% | $4,661+28.8% |
| Participant deferral / active EE | $3,491 | $6,464-46.0% | $5,628-38.0% | $6,689-47.8% |
| Admin fee / account holder | $2,490 | $19,318-87.1% | $15,916-84.4% | $13,398-81.4% |