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 4-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 | $20,564 | $172,111-88.1% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -8.81% | 69.37%-78.2pp | 62.79%-71.6pp | 220.34%-229.2pp |
| Employer contribution / active EE | $1,672 | $4,636-63.9% | $4,154-59.7% | $4,156-59.8% |
| Participant deferral / active EE | $5,141 | $6,166-16.6% | $5,453-5.7% | $6,407-19.8% |
| Admin fee / account holder | $1,112 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |