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 | $14,688 | $133,958-89.0% | $112,228-86.9% | $134,475-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -38.92% | 47.11%-86.0pp | 27.45%-66.4pp | 417.96%-456.9pp |
| Employer contribution / active EE | $2,908 | $4,038-28.0% | $3,635-20.0% | $4,740-38.6% |
| Participant deferral / active EE | $8,673 | $5,291+63.9% | $4,728+83.4% | $6,400+35.5% |
| Admin fee / account holder | $2,741 | $7,489-63.4% | $6,410-57.2% | $11,426-76.0% |