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 | $26,890 | $133,958-79.9% | $112,228-76.0% | $134,475-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.30% | 47.11%-68.4pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,145 | $4,038-46.9% | $3,635-41.0% | $4,740-54.8% |
| Participant deferral / active EE | $4,409 | $5,291-16.7% | $4,728-6.8% | $6,400-31.1% |
| Admin fee / account holder | $598 | $7,489-92.0% | $6,410-90.7% | $11,426-94.8% |