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 | $76,816 | $154,117-50.2% | $129,995-40.9% | $139,434-44.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.5%+12.0pp | 80.3%+10.2pp |
| Annual return | -9.24% | 32.48%-41.7pp | -137.18%+127.9pp | 372.94%-382.2pp |
| Employer contribution / active EE | $5,818 | $5,289+10.0% | $4,320+34.7% | $4,751+22.5% |
| Participant deferral / active EE | $12,825 | $6,710+91.1% | $5,820+120.4% | $6,710+91.1% |
| Admin fee / account holder | $4,822 | $14,007-65.6% | $10,614-54.6% | $11,403-57.7% |