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 | $77,199 | $93,024-17.0% | $77,024+0.2% | $134,475-42.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.76% | 62.60%-85.4pp | 42.32%-65.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,603 | $3,418-53.1% | $2,812-43.0% | $4,740-66.2% |
| Participant deferral / active EE | $8,810 | $5,238+68.2% | $4,426+99.0% | $6,400+37.7% |
| Admin fee / account holder | $1,888 | $6,944-72.8% | $5,425-65.2% | $11,426-83.5% |