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 3-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 | $30,867 | $117,983-73.8% | $101,794-69.7% | $142,382-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -15.53% | 36.92%-52.4pp | 30.53%-46.1pp | 217.08%-232.6pp |
| Employer contribution / active EE | $2,270 | $2,773-18.1% | $2,289-0.8% | $4,299-47.2% |
| Participant deferral / active EE | $9,406 | $4,714+99.5% | $4,084+130.3% | $6,507+44.5% |
| Admin fee / account holder | $8,200 | $10,433-21.4% | $8,777-6.6% | $12,624-35.0% |