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 6-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 | $48,133 | $177,572-72.9% | $154,803-68.9% | $142,382-66.2% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | -5.94% | 65.07%-71.0pp | 58.88%-64.8pp | 217.08%-223.0pp |
| Employer contribution / active EE | $8,764 | $4,810+82.2% | $4,305+103.5% | $4,299+103.8% |
| Participant deferral / active EE | $13,713 | $6,272+118.7% | $5,540+147.5% | $6,507+110.7% |
| Admin fee / account holder | $7,227 | $16,786-56.9% | $14,329-49.6% | $12,624-42.7% |