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 | $15,753 | $104,907-85.0% | $84,611-81.4% | $152,861-89.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | -12.93% | 373.79%-386.7pp | 258.74%-271.7pp | 345.32%-358.2pp |
| Employer contribution / active EE | $2,005 | $3,302-39.3% | $2,652-24.4% | $4,762-57.9% |
| Participant deferral / active EE | $4,875 | $4,688+4.0% | $3,899+25.0% | $5,850-16.7% |
| Admin fee / account holder | $4,200 | $6,241-32.7% | $4,912-14.5% | $11,596-63.8% |