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 | $21,361 | $91,911-76.8% | $68,793-68.9% | $135,375-84.2% |
| Participation rate | 85.7% | 76.7%+9.0pp | 72.2%+13.5pp | 82.6%+3.1pp |
| Annual return | -19.49% | -8.22%-11.3pp | -4.63%-14.9pp | 519.73%-539.2pp |
| Employer contribution / active EE | $805 | $3,924-79.5% | $2,625-69.3% | $4,779-83.2% |
| Participant deferral / active EE | $6,543 | $4,315+51.6% | $3,311+97.6% | $5,609+16.7% |
| Admin fee / account holder | $400 | $9,240-95.7% | $5,131-92.2% | $10,827-96.3% |