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 | $43,010 | $162,781-73.6% | $133,956-67.9% | $158,922-72.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.18% | 41.94%-43.1pp | 45.09%-46.3pp | 302.83%-304.0pp |
| Employer contribution / active EE | $2,678 | $4,975-46.2% | $3,919-31.7% | $4,761-43.8% |
| Participant deferral / active EE | $5,436 | $5,911-8.0% | $5,048+7.7% | $5,982-9.1% |
| Admin fee / account holder | $466 | $11,736-96.0% | $8,927-94.8% | $11,246-95.9% |