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 8-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 | $14,384 | $133,958-89.3% | $112,228-87.2% | $134,475-89.3% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -20.55% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,013 | $4,038-74.9% | $3,635-72.1% | $4,740-78.6% |
| Participant deferral / active EE | $2,507 | $5,291-52.6% | $4,728-47.0% | $6,400-60.8% |
| Admin fee / account holder | $5,118 | $7,489-31.7% | $6,410-20.2% | $11,426-55.2% |