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 5-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 | $6,077 | $82,286-92.6% | $68,791-91.2% | $134,475-95.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.79% | -2.19%-19.6pp | -6.38%-15.4pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,078 | $3,301-37.0% | $2,655-21.7% | $4,740-56.2% |
| Participant deferral / active EE | $2,931 | $4,739-38.1% | $3,941-25.6% | $6,400-54.2% |
| Admin fee / account holder | $1,480 | $6,481-77.2% | $4,932-70.0% | $11,426-87.0% |