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 | $62,080 | $167,307-62.9% | $143,757-56.8% | $134,475-53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.37% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $18,220 | $5,619+224.2% | $4,951+268.0% | $4,740+284.4% |
| Participant deferral / active EE | $10,536 | $6,446+63.4% | $5,637+86.9% | $6,400+64.6% |
| Admin fee / account holder | $1,054 | $18,088-94.2% | $14,673-92.8% | $11,426-90.8% |