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 8-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 | $6,451 | $117,690-94.5% | $71,735-91.0% | $134,475-95.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -27.72% | 25.44%-53.2pp | 9.14%-36.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,040 | $2,525-58.8% | $1,704-39.0% | $4,740-78.1% |
| Participant deferral / active EE | $1,040 | $3,759-72.3% | $2,658-60.9% | $6,400-83.7% |
| Admin fee / account holder | $717 | $6,379-88.8% | $3,974-82.0% | $11,426-93.7% |