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 | $23,420 | $105,860-77.9% | $90,749-74.2% | $134,475-82.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -32.84% | -11.01%-21.8pp | -12.16%-20.7pp | 417.96%-450.8pp |
| Employer contribution / active EE | $5,384 | $3,462+55.5% | $2,921+84.3% | $4,740+13.6% |
| Participant deferral / active EE | $12,054 | $5,216+131.1% | $4,564+164.1% | $6,400+88.4% |
| Admin fee / account holder | $748 | $13,938-94.6% | $8,445-91.1% | $11,426-93.5% |