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 5-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 | $24,980 | $93,024-73.1% | $77,024-67.6% | $134,475-81.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.01% | 62.60%-84.6pp | 42.32%-64.3pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,544 | $3,418+32.9% | $2,812+61.6% | $4,740-4.1% |
| Participant deferral / active EE | $7,593 | $5,238+45.0% | $4,426+71.5% | $6,400+18.7% |
| Admin fee / account holder | $389 | $6,944-94.4% | $5,425-92.8% | $11,426-96.6% |