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 | $20,001 | $175,202-88.6% | $149,673-86.6% | $139,434-85.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -0.63% | 166.71%-167.3pp | 134.42%-135.1pp | 372.94%-373.6pp |
| Employer contribution / active EE | $4,176 | $5,474-23.7% | $4,818-13.3% | $4,751-12.1% |
| Participant deferral / active EE | $15,723 | $6,519+141.2% | $5,680+176.8% | $6,710+134.3% |
| Admin fee / account holder | $10,377 | $16,150-35.7% | $13,210-21.4% | $11,403-9.0% |