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 8-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 | $19,071 | $129,942-85.3% | $104,294-81.7% | $134,475-85.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -21.49% | 42.03%-63.5pp | 24.61%-46.1pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,501 | $4,184-64.1% | $3,372-55.5% | $4,740-68.3% |
| Participant deferral / active EE | $1,816 | $5,588-67.5% | $4,625-60.7% | $6,400-71.6% |
| Admin fee / account holder | $674 | $9,323-92.8% | $7,339-90.8% | $11,426-94.1% |