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 5-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 | $10,407 | $93,024-88.8% | $77,024-86.5% | $134,475-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -28.51% | 62.60%-91.1pp | 42.32%-70.8pp | 417.96%-446.5pp |
| Employer contribution / active EE | $2,893 | $3,418-15.4% | $2,812+2.9% | $4,740-39.0% |
| Participant deferral / active EE | $6,138 | $5,238+17.2% | $4,426+38.7% | $6,400-4.1% |
| Admin fee / account holder | $351 | $6,944-94.9% | $5,425-93.5% | $11,426-96.9% |