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 | $28,290 | $142,344-80.1% | $119,609-76.3% | $134,475-79.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.87% | -12.44%-14.4pp | -14.97%-11.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,996 | $5,222-42.6% | $4,232-29.2% | $4,740-36.8% |
| Participant deferral / active EE | $10,596 | $6,469+63.8% | $5,602+89.1% | $6,400+65.6% |
| Admin fee / account holder | $2,949 | $13,584-78.3% | $10,323-71.4% | $11,426-74.2% |