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 | $25,924 | $82,664-68.6% | $125,339-79.3% | $68,494-62.2% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -21.21% | -5.97%-15.2pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,541 | $3,381+4.7% | $4,814-26.4% | $2,596+36.4% |
| Participant deferral / active EE | $8,172 | $6,110+33.7% | $7,446+9.7% | $4,027+102.9% |
| Admin fee / account holder | $2,358 | $6,275-62.4% | $10,010-76.4% | $5,403-56.4% |