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 4-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 | $13,506 | $67,331-79.9% | $60,874-77.8% | $134,475-90.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.84% | 49.93%-74.8pp | 16.90%-41.7pp | 417.96%-442.8pp |
| Employer contribution / active EE | $2,563 | $3,096-17.2% | $2,701-5.1% | $4,740-45.9% |
| Participant deferral / active EE | $5,781 | $4,538+27.4% | $3,817+51.5% | $6,400-9.7% |
| Admin fee / account holder | $540 | $4,582-88.2% | $3,224-83.2% | $11,426-95.3% |