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 | $19,631 | $93,024-78.9% | $77,024-74.5% | $134,475-85.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.14% | 62.60%-88.7pp | 42.32%-68.5pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,079 | $3,418-39.2% | $2,812-26.1% | $4,740-56.1% |
| Participant deferral / active EE | $8,922 | $5,238+70.3% | $4,426+101.6% | $6,400+39.4% |
| Admin fee / account holder | $414 | $6,944-94.0% | $5,425-92.4% | $11,426-96.4% |