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 | $9,629 | $82,286-88.3% | $68,791-86.0% | $134,475-92.8% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.0%+24.3pp | 81.2%+12.1pp |
| Annual return | -30.35% | -2.19%-28.2pp | -6.38%-24.0pp | 417.96%-448.3pp |
| Employer contribution / active EE | $3,169 | $3,301-4.0% | $2,655+19.4% | $4,740-33.1% |
| Participant deferral / active EE | $5,231 | $4,739+10.4% | $3,941+32.7% | $6,400-18.3% |
| Admin fee / account holder | $1,131 | $6,481-82.5% | $4,932-77.1% | $11,426-90.1% |