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 5-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 | $56,544 | $209,336-73.0% | $197,124-71.3% | $137,256-58.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -2.77% | 48.09%-50.9pp | 44.34%-47.1pp | 220.34%-223.1pp |
| Employer contribution / active EE | $1,992 | $6,591-69.8% | $6,227-68.0% | $4,156-52.1% |
| Participant deferral / active EE | $12,900 | $9,614+34.2% | $9,135+41.2% | $6,407+101.4% |
| Admin fee / account holder | $23,581 | $17,308+36.2% | $16,298+44.7% | $12,270+92.2% |