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 4-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 | $15,152 | $93,024-83.7% | $77,024-80.3% | $134,475-88.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.93% | 62.60%-87.5pp | 42.32%-67.2pp | 417.96%-442.9pp |
| Employer contribution / active EE | $6,267 | $3,418+83.4% | $2,812+122.9% | $4,740+32.2% |
| Participant deferral / active EE | $5,610 | $5,238+7.1% | $4,426+26.7% | $6,400-12.3% |
| Admin fee / account holder | $377 | $6,944-94.6% | $5,425-93.1% | $11,426-96.7% |