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 | $15,140 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -36.27% | 750.33%-786.6pp | 572.05%-608.3pp | 417.96%-454.2pp |
| Employer contribution / active EE | $3,662 | $5,243-30.2% | $4,814-23.9% | $4,740-22.7% |
| Participant deferral / active EE | $7,060 | $7,799-9.5% | $7,446-5.2% | $6,400+10.3% |
| Admin fee / account holder | $1,075 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |