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 | $26,690 | $133,958-80.1% | $112,228-76.2% | $134,475-80.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -42.83% | 47.11%-89.9pp | 27.45%-70.3pp | 417.96%-460.8pp |
| Employer contribution / active EE | $3,816 | $4,038-5.5% | $3,635+5.0% | $4,740-19.5% |
| Participant deferral / active EE | $8,913 | $5,291+68.5% | $4,728+88.5% | $6,400+39.3% |
| Admin fee / account holder | $372 | $7,489-95.0% | $6,410-94.2% | $11,426-96.7% |