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 | $18,907 | $133,958-85.9% | $112,228-83.2% | $134,475-85.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.21% | 47.11%-68.3pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,101 | $4,038+1.6% | $3,635+12.8% | $4,740-13.5% |
| Participant deferral / active EE | $4,846 | $5,291-8.4% | $4,728+2.5% | $6,400-24.3% |
| Admin fee / account holder | $9,297 | $7,489+24.1% | $6,410+45.0% | $11,426-18.6% |