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 | $28,567 | $105,860-73.0% | $90,749-68.5% | $134,475-78.8% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.7%+15.6pp | 81.2%+10.1pp |
| Annual return | -28.20% | -11.01%-17.2pp | -12.16%-16.0pp | 417.96%-446.2pp |
| Employer contribution / active EE | $6,433 | $3,462+85.8% | $2,921+120.3% | $4,740+35.7% |
| Participant deferral / active EE | $7,440 | $5,216+42.6% | $4,564+63.0% | $6,400+16.3% |
| Admin fee / account holder | $1,351 | $13,938-90.3% | $8,445-84.0% | $11,426-88.2% |