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 | $21,333 | $127,065-83.2% | $113,168-81.1% | $142,382-85.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -52.18% | 24.03%-76.2pp | 24.27%-76.4pp | 217.08%-269.3pp |
| Employer contribution / active EE | $2,589 | $3,442-24.8% | $2,975-13.0% | $4,299-39.8% |
| Participant deferral / active EE | $4,324 | $5,716-24.4% | $5,107-15.3% | $6,507-33.6% |
| Admin fee / account holder | $6,656 | $15,736-57.7% | $12,068-44.8% | $12,624-47.3% |