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 9-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 | $18,845 | $133,958-85.9% | $112,228-83.2% | $134,475-86.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -20.55% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,773 | $4,038-56.1% | $3,635-51.2% | $4,740-62.6% |
| Participant deferral / active EE | $3,633 | $5,291-31.3% | $4,728-23.2% | $6,400-43.2% |
| Admin fee / account holder | $6,694 | $7,489-10.6% | $6,410+4.4% | $11,426-41.4% |