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 | $130,768 | $73,933+76.9% | $96,683+35.3% | $75,163+74.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -9.04% | 26.70%-35.7pp | 35.69%-44.7pp | 160.62%-169.7pp |
| Employer contribution / active EE | $4,310 | $2,928+47.2% | $3,737+15.4% | $2,670+61.5% |
| Participant deferral / active EE | $9,530 | $3,659+160.5% | $4,878+95.4% | $4,125+131.0% |
| Admin fee / account holder | $1,105 | $5,216-78.8% | $6,730-83.6% | $5,651-80.4% |