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 | $24,877 | $152,509-83.7% | $117,472-78.8% | $134,475-81.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.08% | 52.99%-76.1pp | 29.74%-52.8pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,270 | $5,571-23.3% | $4,176+2.3% | $4,740-9.9% |
| Participant deferral / active EE | $6,760 | $4,818+40.3% | $4,070+66.1% | $6,400+5.6% |
| Admin fee / account holder | $6,867 | $7,004-1.9% | $5,645+21.7% | $11,426-39.9% |