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 | $8,793 | $93,024-90.5% | $77,024-88.6% | $134,475-93.5% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -25.89% | 62.60%-88.5pp | 42.32%-68.2pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,020 | $3,418-40.9% | $2,812-28.2% | $4,740-57.4% |
| Participant deferral / active EE | $3,383 | $5,238-35.4% | $4,426-23.6% | $6,400-47.1% |
| Admin fee / account holder | $374 | $6,944-94.6% | $5,425-93.1% | $11,426-96.7% |