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 | $16,172 | $82,286-80.3% | $68,791-76.5% | $134,475-88.0% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -21.34% | -2.19%-19.1pp | -6.38%-15.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,880 | $3,301+17.5% | $2,655+46.1% | $4,740-18.1% |
| Participant deferral / active EE | $5,246 | $4,739+10.7% | $3,941+33.1% | $6,400-18.0% |
| Admin fee / account holder | $783 | $6,481-87.9% | $4,932-84.1% | $11,426-93.1% |