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 | $13,826 | $133,958-89.7% | $112,228-87.7% | $134,475-89.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -21.52% | 47.11%-68.6pp | 27.45%-49.0pp | 417.96%-439.5pp |
| Employer contribution / active EE | $4,443 | $4,038+10.0% | $3,635+22.3% | $4,740-6.2% |
| Participant deferral / active EE | $6,661 | $5,291+25.9% | $4,728+40.9% | $6,400+4.1% |
| Admin fee / account holder | $1,002 | $7,489-86.6% | $6,410-84.4% | $11,426-91.2% |