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 8-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 | $8,883 | $93,024-90.5% | $77,024-88.5% | $134,475-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.08% | 62.60%-86.7pp | 42.32%-66.4pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,461 | $3,418-57.3% | $2,812-48.0% | $4,740-69.2% |
| Participant deferral / active EE | $3,140 | $5,238-40.1% | $4,426-29.1% | $6,400-50.9% |
| Admin fee / account holder | $453 | $6,944-93.5% | $5,425-91.6% | $11,426-96.0% |