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 5-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 | $12,888 | $93,024-86.1% | $77,024-83.3% | $134,475-90.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.50% | 62.60%-97.1pp | 42.32%-76.8pp | 417.96%-452.5pp |
| Employer contribution / active EE | $3,592 | $3,418+5.1% | $2,812+27.7% | $4,740-24.2% |
| Participant deferral / active EE | $14,090 | $5,238+169.0% | $4,426+218.3% | $6,400+120.2% |
| Admin fee / account holder | $5,282 | $6,944-23.9% | $5,425-2.6% | $11,426-53.8% |