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 | $28,875 | $97,044-70.2% | $83,333-65.3% | $135,375-78.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.96% | 12.31%-23.3pp | 10.63%-21.6pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,234 | $4,143-46.1% | $3,379-33.9% | $4,779-53.3% |
| Participant deferral / active EE | $10,975 | $5,964+84.0% | $5,565+97.2% | $5,609+95.7% |
| Admin fee / account holder | $1,003 | $8,380-88.0% | $7,510-86.6% | $10,827-90.7% |