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 | $32,000 | $105,860-69.8% | $90,749-64.7% | $134,475-76.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.09% | -11.01%-13.1pp | -12.16%-11.9pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,193 | $3,462-65.5% | $2,921-59.2% | $4,740-74.8% |
| Participant deferral / active EE | $4,500 | $5,216-13.7% | $4,564-1.4% | $6,400-29.7% |
| Admin fee / account holder | $956 | $13,938-93.1% | $8,445-88.7% | $11,426-91.6% |