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 | $25,662 | $92,222-72.2% | $76,768-66.6% | $135,375-81.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -24.99% | 5.46%-30.4pp | 2.43%-27.4pp | 519.73%-544.7pp |
| Employer contribution / active EE | $692 | $3,216-78.5% | $2,485-72.1% | $4,779-85.5% |
| Participant deferral / active EE | $2,816 | $4,509-37.6% | $3,852-26.9% | $5,609-49.8% |
| Admin fee / account holder | $4,983 | $10,748-53.6% | $6,675-25.3% | $10,827-54.0% |