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 9-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 | $26,674 | $77,634-65.6% | $156,549-83.0% | $62,891-57.6% |
| Participation rate | 82.8% | 71.2%+11.6pp | 84.0%-1.3pp | 69.3%+13.5pp |
| Annual return | -1.02% | 50.32%-51.3pp | 32.23%-33.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $2,439 | $3,444-29.2% | $5,501-55.7% | $2,281+6.9% |
| Participant deferral / active EE | $4,463 | $3,045+46.5% | $4,871-8.4% | $3,203+39.3% |
| Admin fee / account holder | $866 | $5,561-84.4% | $13,027-93.4% | $4,296-79.8% |