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 | $18,190 | $93,024-80.4% | $77,024-76.4% | $134,475-86.5% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.8pp | 81.2%+5.4pp |
| Annual return | -23.10% | 62.60%-85.7pp | 42.32%-65.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,409 | $3,418-29.5% | $2,812-14.4% | $4,740-49.2% |
| Participant deferral / active EE | $5,961 | $5,238+13.8% | $4,426+34.7% | $6,400-6.9% |
| Admin fee / account holder | $489 | $6,944-93.0% | $5,425-91.0% | $11,426-95.7% |