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 4-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 | $31,385 | $100,773-68.9% | $88,946-64.7% | $142,382-78.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -12.28% | 70.18%-82.5pp | 57.82%-70.1pp | 217.08%-229.4pp |
| Employer contribution / active EE | $1,350 | $2,918-53.7% | $2,555-47.2% | $4,299-68.6% |
| Participant deferral / active EE | $14,461 | $5,230+176.5% | $4,581+215.6% | $6,507+122.2% |
| Admin fee / account holder | $14,874 | $9,693+53.5% | $8,261+80.1% | $12,624+17.8% |