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 | $18,927 | $100,754-81.2% | $86,677-78.2% | $134,475-85.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.30% | 29.04%-51.3pp | 35.91%-58.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,625 | $3,489-24.8% | $2,836-7.4% | $4,740-44.6% |
| Participant deferral / active EE | $5,591 | $5,338+4.7% | $4,656+20.1% | $6,400-12.6% |
| Admin fee / account holder | $301 | $10,926-97.2% | $7,493-96.0% | $11,426-97.4% |