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 8-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 | $19,526 | $95,971-79.7% | $74,550-73.8% | $135,375-85.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -18.85% | 56.96%-75.8pp | 32.53%-51.4pp | 519.73%-538.6pp |
| Employer contribution / active EE | $2,456 | $2,716-9.6% | $1,961+25.2% | $4,779-48.6% |
| Participant deferral / active EE | $8,486 | $3,843+120.8% | $3,108+173.0% | $5,609+51.3% |
| Admin fee / account holder | $307 | $6,522-95.3% | $5,060-93.9% | $10,827-97.2% |