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 | $15,762 | $95,862-83.6% | $79,550-80.2% | $134,475-88.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -53.44% | -2.69%-50.8pp | 0.16%-53.6pp | 417.96%-471.4pp |
| Employer contribution / active EE | $2,282 | $3,128-27.0% | $2,413-5.4% | $4,740-51.8% |
| Participant deferral / active EE | $8,032 | $4,693+71.2% | $3,985+101.6% | $6,400+25.5% |
| Admin fee / account holder | $938 | $9,126-89.7% | $6,832-86.3% | $11,426-91.8% |