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 | $21,065 | $93,024-77.4% | $77,024-72.7% | $134,475-84.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.98% | 62.60%-85.6pp | 42.32%-65.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,614 | $3,418-52.8% | $2,812-42.6% | $4,740-66.0% |
| Participant deferral / active EE | $10,433 | $5,238+99.2% | $4,426+135.7% | $6,400+63.0% |
| Admin fee / account holder | $6,249 | $6,944-10.0% | $5,425+15.2% | $11,426-45.3% |