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 6-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 | $20,575 | $117,841-82.5% | $102,423-79.9% | $145,922-85.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | -4.70% | 31.65%-36.3pp | 29.32%-34.0pp | 561.29%-566.0pp |
| Employer contribution / active EE | $1,560 | $3,615-56.8% | $3,023-48.4% | $4,660-66.5% |
| Participant deferral / active EE | $5,380 | $5,731-6.1% | $5,053+6.5% | $6,688-19.6% |
| Admin fee / account holder | $3,216 | $13,326-75.9% | $9,451-66.0% | $13,397-76.0% |