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 | $10,165 | $93,024-89.1% | $77,024-86.8% | $134,475-92.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.63% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,797 | $3,418-18.2% | $2,812-0.5% | $4,740-41.0% |
| Participant deferral / active EE | $3,603 | $5,238-31.2% | $4,426-18.6% | $6,400-43.7% |
| Admin fee / account holder | $1,140 | $6,944-83.6% | $5,425-79.0% | $11,426-90.0% |