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 | $19,042 | $138,044-86.2% | $125,339-84.8% | $134,475-85.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.72% | 750.33%-772.0pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,604 | $5,243-50.3% | $4,814-45.9% | $4,740-45.0% |
| Participant deferral / active EE | $3,786 | $7,799-51.5% | $7,446-49.2% | $6,400-40.8% |
| Admin fee / account holder | $762 | $11,571-93.4% | $10,010-92.4% | $11,426-93.3% |