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 9-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 | $18,878 | $97,044-80.5% | $83,333-77.3% | $135,375-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.18% | 12.31%-22.5pp | 10.63%-20.8pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,725 | $4,143-10.1% | $3,379+10.3% | $4,779-22.1% |
| Participant deferral / active EE | $6,645 | $5,964+11.4% | $5,565+19.4% | $5,609+18.5% |
| Admin fee / account holder | $2,571 | $8,380-69.3% | $7,510-65.8% | $10,827-76.3% |