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 7-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 | $57,982 | $167,484-65.4% | $151,611-61.8% | $134,475-56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.70% | 7.80%-36.5pp | 3.33%-32.0pp | 417.96%-446.7pp |
| Employer contribution / active EE | $8,952 | $6,829+31.1% | $6,166+45.2% | $4,740+88.9% |
| Participant deferral / active EE | $11,883 | $8,986+32.2% | $8,363+42.1% | $6,400+85.7% |
| Admin fee / account holder | $3,770 | $13,783-72.6% | $11,616-67.5% | $11,426-67.0% |