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 7-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 | $20,557 | $95,862-78.6% | $79,550-74.2% | $134,475-84.7% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -23.09% | -2.69%-20.4pp | 0.16%-23.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,819 | $3,128-41.9% | $2,413-24.6% | $4,740-61.6% |
| Participant deferral / active EE | $6,245 | $4,693+33.1% | $3,985+56.7% | $6,400-2.4% |
| Admin fee / account holder | $772 | $9,126-91.5% | $6,832-88.7% | $11,426-93.2% |