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 | $16,687 | $133,958-87.5% | $112,228-85.1% | $134,475-87.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -26.51% | 47.11%-73.6pp | 27.45%-54.0pp | 417.96%-444.5pp |
| Employer contribution / active EE | $3,271 | $4,038-19.0% | $3,635-10.0% | $4,740-31.0% |
| Participant deferral / active EE | $6,701 | $5,291+26.7% | $4,728+41.7% | $6,400+4.7% |
| Admin fee / account holder | $901 | $7,489-88.0% | $6,410-85.9% | $11,426-92.1% |