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 6-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 | $14,437 | $95,862-84.9% | $79,550-81.9% | $134,475-89.3% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -32.47% | -2.69%-29.8pp | 0.16%-32.6pp | 417.96%-450.4pp |
| Employer contribution / active EE | $4,599 | $3,128+47.0% | $2,413+90.6% | $4,740-3.0% |
| Participant deferral / active EE | $1,914 | $4,693-59.2% | $3,985-52.0% | $6,400-70.1% |
| Admin fee / account holder | $584 | $9,126-93.6% | $6,832-91.5% | $11,426-94.9% |