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 | $26,960 | $100,754-73.2% | $86,677-68.9% | $134,475-80.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.02% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,515 | $3,489-56.6% | $2,836-46.6% | $4,740-68.0% |
| Participant deferral / active EE | $11,383 | $5,338+113.2% | $4,656+144.5% | $6,400+77.9% |
| Admin fee / account holder | $1,432 | $10,926-86.9% | $7,493-80.9% | $11,426-87.5% |