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 | $22,446 | $183,519-87.8% | $155,509-85.6% | $145,922-84.6% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | -0.22% | 61.17%-61.4pp | 64.67%-64.9pp | 561.29%-561.5pp |
| Employer contribution / active EE | $2,028 | $5,313-61.8% | $4,672-56.6% | $4,660-56.5% |
| Participant deferral / active EE | $3,595 | $6,462-44.4% | $5,626-36.1% | $6,688-46.2% |
| Admin fee / account holder | $2,928 | $19,313-84.8% | $15,912-81.6% | $13,397-78.1% |