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 | $24,054 | $43,723-45.0% | $121,196-80.2% | $64,186-62.5% |
| Participation rate | 77.6% | 58.3%+19.2pp | 71.7%+5.8pp | 69.6%+8.0pp |
| Annual return | -11.98% | 68.91%-80.9pp | 16.93%-28.9pp | 7.63%-19.6pp |
| Employer contribution / active EE | $2,189 | $1,296+68.9% | $4,022-45.6% | $2,381-8.0% |
| Participant deferral / active EE | $4,707 | $2,280+106.5% | $3,344+40.7% | $3,470+35.7% |
| Admin fee / account holder | $861 | $3,501-75.4% | $5,019-82.8% | $4,888-82.4% |