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 | $10,895 | $106,543-89.8% | $91,220-88.1% | $134,475-91.9% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -22.17% | 160.60%-182.8pp | 114.01%-136.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,211 | $3,331-3.6% | $2,850+12.7% | $4,740-32.3% |
| Participant deferral / active EE | $5,137 | $4,719+8.9% | $4,234+21.3% | $6,400-19.7% |
| Admin fee / account holder | $443 | $6,231-92.9% | $5,420-91.8% | $11,426-96.1% |