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 | $29,918 | $67,331-55.6% | $60,874-50.9% | $134,475-77.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.54% | 49.93%-70.5pp | 16.90%-37.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,476 | $3,096-52.3% | $2,701-45.4% | $4,740-68.9% |
| Participant deferral / active EE | $7,464 | $4,538+64.5% | $3,817+95.5% | $6,400+16.6% |
| Admin fee / account holder | $1,938 | $4,582-57.7% | $3,224-39.9% | $11,426-83.0% |