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 | $16,548 | $152,509-89.1% | $117,472-85.9% | $134,475-87.7% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -22.06% | 52.99%-75.0pp | 29.74%-51.8pp | 417.96%-440.0pp |
| Employer contribution / active EE | $960 | $5,571-82.8% | $4,176-77.0% | $4,740-79.7% |
| Participant deferral / active EE | $3,481 | $4,818-27.7% | $4,070-14.5% | $6,400-45.6% |
| Admin fee / account holder | $2,436 | $7,004-65.2% | $5,645-56.8% | $11,426-78.7% |