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 6-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 | $35,276 | $93,024-62.1% | $77,024-54.2% | $134,475-73.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.47% | 62.60%-88.1pp | 42.32%-67.8pp | 417.96%-443.4pp |
| Employer contribution / active EE | $2,721 | $3,418-20.4% | $2,812-3.3% | $4,740-42.6% |
| Participant deferral / active EE | $18,700 | $5,238+257.0% | $4,426+322.5% | $6,400+192.2% |
| Admin fee / account holder | $530 | $6,944-92.4% | $5,425-90.2% | $11,426-95.4% |