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 | $10,871 | $147,727-92.6% | $115,756-90.6% | $134,475-91.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.1%+2.9pp | 81.2%-1.2pp |
| Annual return | -32.45% | 73.96%-106.4pp | 143.14%-175.6pp | 417.96%-450.4pp |
| Employer contribution / active EE | $2,059 | $4,713-56.3% | $3,793-45.7% | $4,740-56.6% |
| Participant deferral / active EE | $8,180 | $7,563+8.2% | $6,254+30.8% | $6,400+27.8% |
| Admin fee / account holder | $4,466 | $14,571-69.4% | $8,124-45.0% | $11,426-60.9% |