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 | $10,658 | $95,862-88.9% | $79,550-86.6% | $134,475-92.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -23.02% | -2.69%-20.3pp | 0.16%-23.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,064 | $3,128-34.0% | $2,413-14.5% | $4,740-56.5% |
| Participant deferral / active EE | $2,984 | $4,693-36.4% | $3,985-25.1% | $6,400-53.4% |
| Admin fee / account holder | $778 | $9,126-91.5% | $6,832-88.6% | $11,426-93.2% |