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 | $73,683 | $82,286-10.5% | $68,791+7.1% | $134,475-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.26% | -2.19%-21.1pp | -6.38%-16.9pp | 417.96%-441.2pp |
| Employer contribution / active EE | $4,708 | $3,301+42.6% | $2,655+77.3% | $4,740-0.7% |
| Participant deferral / active EE | $14,433 | $4,739+204.6% | $3,941+266.2% | $6,400+125.5% |
| Admin fee / account holder | $2,287 | $6,481-64.7% | $4,932-53.6% | $11,426-80.0% |