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 | $24,407 | $133,958-81.8% | $112,228-78.3% | $134,475-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.74% | 47.11%-68.9pp | 27.45%-49.2pp | 417.96%-439.7pp |
| Employer contribution / active EE | $4,587 | $4,038+13.6% | $3,635+26.2% | $4,740-3.2% |
| Participant deferral / active EE | $4,472 | $5,291-15.5% | $4,728-5.4% | $6,400-30.1% |
| Admin fee / account holder | $780 | $7,489-89.6% | $6,410-87.8% | $11,426-93.2% |