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 | $15,963 | $99,640-84.0% | $86,436-81.5% | $134,475-88.1% |
| Participation rate | 76.9% | 82.0%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -22.42% | 6782.58%-6805.0pp | 4394.89%-4417.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,362 | $4,400-69.0% | $3,769-63.9% | $4,740-71.3% |
| Participant deferral / active EE | $7,051 | $7,246-2.7% | $6,952+1.4% | $6,400+10.2% |
| Admin fee / account holder | $3,432 | $8,371-59.0% | $6,731-49.0% | $11,426-70.0% |