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 | $24,292 | $95,862-74.7% | $79,550-69.5% | $134,475-81.9% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -22.30% | -2.69%-19.6pp | 0.16%-22.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,091 | $3,128-65.1% | $2,413-54.8% | $4,740-77.0% |
| Participant deferral / active EE | $1,369 | $4,693-70.8% | $3,985-65.6% | $6,400-78.6% |
| Admin fee / account holder | $399 | $9,126-95.6% | $6,832-94.2% | $11,426-96.5% |