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 9-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 | $22,636 | $142,344-84.1% | $119,609-81.1% | $134,475-83.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -25.77% | -12.44%-13.3pp | -14.97%-10.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $2,302 | $5,222-55.9% | $4,232-45.6% | $4,740-51.4% |
| Participant deferral / active EE | $5,958 | $6,469-7.9% | $5,602+6.4% | $6,400-6.9% |
| Admin fee / account holder | $620 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |