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 7-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 | $44,576 | $100,754-55.8% | $86,677-48.6% | $134,475-66.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.94% | 29.04%-50.0pp | 35.91%-56.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,975 | $3,489+13.9% | $2,836+40.1% | $4,740-16.1% |
| Participant deferral / active EE | $11,783 | $5,338+120.7% | $4,656+153.1% | $6,400+84.1% |
| Admin fee / account holder | $707 | $10,926-93.5% | $7,493-90.6% | $11,426-93.8% |