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 7-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 | $28,502 | $133,958-78.7% | $112,228-74.6% | $134,475-78.8% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -21.06% | 47.11%-68.2pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,828 | $4,038-30.0% | $3,635-22.2% | $4,740-40.3% |
| Participant deferral / active EE | $4,943 | $5,291-6.6% | $4,728+4.6% | $6,400-22.8% |
| Admin fee / account holder | $931 | $7,489-87.6% | $6,410-85.5% | $11,426-91.9% |