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 | $20,864 | $93,024-77.6% | $77,024-72.9% | $134,475-84.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.44% | 62.60%-85.0pp | 42.32%-64.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,227 | $3,418-64.1% | $2,812-56.4% | $4,740-74.1% |
| Participant deferral / active EE | $4,929 | $5,238-5.9% | $4,426+11.4% | $6,400-23.0% |
| Admin fee / account holder | $361 | $6,944-94.8% | $5,425-93.4% | $11,426-96.8% |