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 | $8,666 | $117,690-92.6% | $71,735-87.9% | $134,475-93.6% |
| Participation rate | 95.8% | 68.8%+27.0pp | 62.3%+33.5pp | 81.2%+14.6pp |
| Annual return | -23.55% | 25.44%-49.0pp | 9.14%-32.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,235 | $2,525-11.5% | $1,704+31.1% | $4,740-52.9% |
| Participant deferral / active EE | $2,668 | $3,759-29.0% | $2,658+0.4% | $6,400-58.3% |
| Admin fee / account holder | $871 | $6,379-86.4% | $3,974-78.1% | $11,426-92.4% |