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 | $32,654 | $167,484-80.5% | $151,611-78.5% | $134,475-75.7% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -38.23% | 7.80%-46.0pp | 3.33%-41.6pp | 417.96%-456.2pp |
| Employer contribution / active EE | $6,625 | $6,829-3.0% | $6,166+7.4% | $4,740+39.8% |
| Participant deferral / active EE | $17,097 | $8,986+90.3% | $8,363+104.4% | $6,400+167.2% |
| Admin fee / account holder | $5,434 | $13,783-60.6% | $11,616-53.2% | $11,426-52.4% |