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 3-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 | $22,664 | $172,111-86.8% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -41.56% | 69.37%-110.9pp | 62.79%-104.4pp | 220.34%-261.9pp |
| Employer contribution / active EE | $5,667 | $4,636+22.2% | $4,154+36.4% | $4,156+36.4% |
| Participant deferral / active EE | $3,196 | $6,166-48.2% | $5,453-41.4% | $6,407-50.1% |
| Admin fee / account holder | $6,303 | $16,471-61.7% | $14,116-55.3% | $12,270-48.6% |