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 9-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 | $17,759 | $97,044-81.7% | $83,333-78.7% | $135,375-86.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.97% | 12.31%-23.3pp | 10.63%-21.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,260 | $4,143-21.3% | $3,379-3.5% | $4,779-31.8% |
| Participant deferral / active EE | $7,815 | $5,964+31.0% | $5,565+40.4% | $5,609+39.3% |
| Admin fee / account holder | $489 | $8,380-94.2% | $7,510-93.5% | $10,827-95.5% |