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 | $11,631 | $133,958-91.3% | $112,228-89.6% | $134,475-91.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.51% | 47.11%-70.6pp | 27.45%-51.0pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,287 | $4,038-68.1% | $3,635-64.6% | $4,740-72.9% |
| Participant deferral / active EE | $4,930 | $5,291-6.8% | $4,728+4.3% | $6,400-23.0% |
| Admin fee / account holder | $364 | $7,489-95.1% | $6,410-94.3% | $11,426-96.8% |