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 | $29,392 | $133,958-78.1% | $112,228-73.8% | $134,475-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.37% | 47.11%-72.5pp | 27.45%-52.8pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,496 | $4,038-38.2% | $3,635-31.3% | $4,740-47.3% |
| Participant deferral / active EE | $15,192 | $5,291+187.2% | $4,728+221.3% | $6,400+137.4% |
| Admin fee / account holder | $443 | $7,489-94.1% | $6,410-93.1% | $11,426-96.1% |