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 | $15,229 | $106,543-85.7% | $91,220-83.3% | $134,475-88.7% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.2%+4.6pp | 81.2%-3.4pp |
| Annual return | -23.91% | 160.60%-184.5pp | 114.01%-137.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,299 | $4,719+54.7% | $4,234+72.4% | $6,400+14.0% |
| Admin fee / account holder | $4,233 | $6,231-32.1% | $5,420-21.9% | $11,426-63.0% |