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 | $20,394 | $93,024-78.1% | $77,024-73.5% | $134,475-84.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -21.48% | 62.60%-84.1pp | 42.32%-63.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $5,968 | $3,418+74.6% | $2,812+112.2% | $4,740+25.9% |
| Participant deferral / active EE | $18,147 | $5,238+246.5% | $4,426+310.0% | $6,400+183.6% |
| Admin fee / account holder | $16,045 | $6,944+131.1% | $5,425+195.8% | $11,426+40.4% |