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 | $21,533 | $105,860-79.7% | $90,749-76.3% | $134,475-84.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -420.72% | -11.01%-409.7pp | -12.16%-408.6pp | 417.96%-838.7pp |
| Employer contribution / active EE | $1,249 | $3,462-63.9% | $2,921-57.2% | $4,740-73.6% |
| Participant deferral / active EE | $19,658 | $5,216+276.9% | $4,564+330.7% | $6,400+207.2% |
| Admin fee / account holder | $5,078 | $13,938-63.6% | $8,445-39.9% | $11,426-55.6% |