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 | $18,669 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -27.90% | 0.46%-28.4pp | -0.04%-27.9pp | 417.96%-445.9pp |
| Employer contribution / active EE | $3,522 | $5,619-37.3% | $4,951-28.9% | $4,740-25.7% |
| Participant deferral / active EE | $8,540 | $6,446+32.5% | $5,637+51.5% | $6,400+33.4% |
| Admin fee / account holder | $493 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |