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 7-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 | $24,303 | $100,754-75.9% | $86,677-72.0% | $134,475-81.9% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -25.82% | 29.04%-54.9pp | 35.91%-61.7pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,923 | $3,489-16.2% | $2,836+3.1% | $4,740-38.3% |
| Participant deferral / active EE | $7,897 | $5,338+47.9% | $4,656+69.6% | $6,400+23.4% |
| Admin fee / account holder | $469 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |