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 | $13,562 | $133,958-89.9% | $112,228-87.9% | $134,475-89.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -32.20% | 47.11%-79.3pp | 27.45%-59.7pp | 417.96%-450.2pp |
| Employer contribution / active EE | $2,340 | $4,038-42.1% | $3,635-35.6% | $4,740-50.6% |
| Participant deferral / active EE | $7,736 | $5,291+46.2% | $4,728+63.6% | $6,400+20.9% |
| Admin fee / account holder | $840 | $7,489-88.8% | $6,410-86.9% | $11,426-92.7% |