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 | $15,074 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | -9.19% | 106.41%-115.6pp | 591.07%-600.3pp | 372.94%-382.1pp |
| Employer contribution / active EE | $3,096 | $3,263-5.1% | $3,022+2.4% | $4,751-34.8% |
| Participant deferral / active EE | $4,271 | $4,836-11.7% | $4,438-3.8% | $6,710-36.4% |
| Admin fee / account holder | $378 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |