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 | $29,588 | $87,705-66.3% | $63,517-53.4% | $125,391-76.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -14.91% | 21.70%-36.6pp | -70.30%+55.4pp | 282.22%-297.1pp |
| Employer contribution / active EE | $2,338 | $3,601-35.1% | $2,322+0.7% | $4,866-52.0% |
| Participant deferral / active EE | $1,730 | $3,939-56.1% | $2,953-41.4% | $5,352-67.7% |
| Admin fee / account holder | $3,158 | $11,948-73.6% | $5,892-46.4% | $9,540-66.9% |