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 | $16,744 | $108,172-84.5% | $77,482-78.4% | $158,922-89.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -18.42% | 31.67%-50.1pp | 54.79%-73.2pp | 302.83%-321.2pp |
| Employer contribution / active EE | $1,165 | $1,325-12.1% | $986+18.1% | $4,761-75.5% |
| Participant deferral / active EE | $4,332 | $2,456+76.4% | $1,861+132.8% | $5,982-27.6% |
| Admin fee / account holder | $4,499 | $3,708+21.3% | $2,858+57.4% | $11,246-60.0% |