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 8-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 | $20,490 | $115,882-82.3% | $100,516-79.6% | $158,922-87.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -19.53% | 34.79%-54.3pp | 30.89%-50.4pp | 302.83%-322.4pp |
| Employer contribution / active EE | $5,665 | $4,103+38.1% | $3,418+65.8% | $4,761+19.0% |
| Participant deferral / active EE | $8,910 | $6,674+33.5% | $6,270+42.1% | $5,982+48.9% |
| Admin fee / account holder | $418 | $10,995-96.2% | $8,081-94.8% | $11,246-96.3% |