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 | $12,767 | $133,958-90.5% | $112,228-88.6% | $134,475-90.5% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -67.46% | 47.11%-114.6pp | 27.45%-94.9pp | 417.96%-485.4pp |
| Employer contribution / active EE | $3,211 | $4,038-20.5% | $3,635-11.7% | $4,740-32.3% |
| Participant deferral / active EE | $6,386 | $5,291+20.7% | $4,728+35.1% | $6,400-0.2% |
| Admin fee / account holder | $448 | $7,489-94.0% | $6,410-93.0% | $11,426-96.1% |