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 6-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 | $23,779 | $93,024-74.4% | $77,024-69.1% | $134,475-82.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.13% | 62.60%-84.7pp | 42.32%-64.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,875 | $3,418-45.1% | $2,812-33.3% | $4,740-60.4% |
| Participant deferral / active EE | $7,682 | $5,238+46.7% | $4,426+73.5% | $6,400+20.0% |
| Admin fee / account holder | $418 | $6,944-94.0% | $5,425-92.3% | $11,426-96.3% |