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 | $11,164 | $156,846-92.9% | $121,098-90.8% | $139,434-92.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | -3.47% | 1474.56%-1478.0pp | 985.75%-989.2pp | 372.94%-376.4pp |
| Employer contribution / active EE | $2,214 | $5,536-60.0% | $4,164-46.8% | $4,751-53.4% |
| Participant deferral / active EE | $2,214 | $4,844-54.3% | $4,080-45.7% | $6,710-67.0% |
| Admin fee / account holder | $716 | $6,946-89.7% | $5,644-87.3% | $11,403-93.7% |