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 | $70,422 | $142,344-50.5% | $119,609-41.1% | $134,475-47.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.79% | -12.44%-10.4pp | -14.97%-7.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $13,401 | $5,222+156.6% | $4,232+216.7% | $4,740+182.8% |
| Participant deferral / active EE | $10,235 | $6,469+58.2% | $5,602+82.7% | $6,400+59.9% |
| Admin fee / account holder | $1,402 | $13,584-89.7% | $10,323-86.4% | $11,426-87.7% |