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 | $19,756 | $100,754-80.4% | $86,677-77.2% | $134,475-85.3% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | -22.07% | 29.04%-51.1pp | 35.91%-58.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $6,420 | $3,489+84.0% | $2,836+126.4% | $4,740+35.5% |
| Participant deferral / active EE | $4,817 | $5,338-9.8% | $4,656+3.5% | $6,400-24.7% |
| Admin fee / account holder | $6,193 | $10,926-43.3% | $7,493-17.4% | $11,426-45.8% |