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 | $37,242 | $99,032-62.4% | $80,019-53.5% | $135,375-72.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -10.45% | 15.39%-25.8pp | 11.22%-21.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $10,810 | $3,043+255.2% | $2,468+338.0% | $4,779+126.2% |
| Participant deferral / active EE | $6,864 | $4,282+60.3% | $3,686+86.2% | $5,609+22.4% |
| Admin fee / account holder | $1,667 | $10,436-84.0% | $6,521-74.4% | $10,827-84.6% |