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 | $15,906 | $133,958-88.1% | $112,228-85.8% | $134,475-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.62% | 47.11%-69.7pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,128 | $4,038-47.3% | $3,635-41.4% | $4,740-55.1% |
| Participant deferral / active EE | $5,376 | $5,291+1.6% | $4,728+13.7% | $6,400-16.0% |
| Admin fee / account holder | $370 | $7,489-95.1% | $6,410-94.2% | $11,426-96.8% |