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 | $10,475 | $93,024-88.7% | $77,024-86.4% | $134,475-92.2% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -22.77% | 62.60%-85.4pp | 42.32%-65.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,075 | $3,418-39.3% | $2,812-26.2% | $4,740-56.2% |
| Participant deferral / active EE | $3,704 | $5,238-29.3% | $4,426-16.3% | $6,400-42.1% |
| Admin fee / account holder | $389 | $6,944-94.4% | $5,425-92.8% | $11,426-96.6% |