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 | $18,668 | $100,754-81.5% | $86,677-78.5% | $134,475-86.1% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -23.12% | 29.04%-52.2pp | 35.91%-59.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,209 | $3,489-36.7% | $2,836-22.1% | $4,740-53.4% |
| Participant deferral / active EE | $7,204 | $5,338+35.0% | $4,656+54.7% | $6,400+12.6% |
| Admin fee / account holder | $786 | $10,926-92.8% | $7,493-89.5% | $11,426-93.1% |