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 | $10,875 | $106,543-89.8% | $91,220-88.1% | $134,475-91.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -22.20% | 160.60%-182.8pp | 114.01%-136.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,222 | $3,331-33.3% | $2,850-22.0% | $4,740-53.1% |
| Participant deferral / active EE | $8,422 | $4,719+78.5% | $4,234+98.9% | $6,400+31.6% |
| Admin fee / account holder | $607 | $6,231-90.3% | $5,420-88.8% | $11,426-94.7% |