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 7-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 | $51,772 | $82,286-37.1% | $68,791-24.7% | $134,475-61.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -20.75% | -2.19%-18.6pp | -6.38%-14.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,835 | $3,301-44.4% | $2,655-30.9% | $4,740-61.3% |
| Participant deferral / active EE | $8,125 | $4,739+71.5% | $3,941+106.2% | $6,400+27.0% |
| Admin fee / account holder | $1,156 | $6,481-82.2% | $4,932-76.6% | $11,426-89.9% |