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 | $14,373 | $69,010-79.2% | $159,960-91.0% | $68,494-79.0% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -30.74% | -9.65%-21.1pp | 408.60%-439.3pp | -7.84%-22.9pp |
| Employer contribution / active EE | $2,829 | $2,213+27.8% | $4,226-33.1% | $2,596+9.0% |
| Participant deferral / active EE | $6,677 | $4,212+58.5% | $6,182+8.0% | $4,027+65.8% |
| Admin fee / account holder | $765 | $4,798-84.1% | $8,698-91.2% | $5,403-85.8% |