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 | $36,145 | $117,841-69.3% | $102,423-64.7% | $145,922-75.2% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | -12.92% | 31.65%-44.6pp | 29.32%-42.2pp | 561.29%-574.2pp |
| Employer contribution / active EE | $2,703 | $3,615-25.2% | $3,023-10.6% | $4,660-42.0% |
| Participant deferral / active EE | $5,218 | $5,731-9.0% | $5,053+3.3% | $6,688-22.0% |
| Admin fee / account holder | $6,270 | $13,326-52.9% | $9,451-33.7% | $13,397-53.2% |