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 | $36,011 | $142,344-74.7% | $119,609-69.9% | $134,475-73.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.44% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $10,879 | $5,222+108.3% | $4,232+157.1% | $4,740+129.5% |
| Participant deferral / active EE | $13,216 | $6,469+104.3% | $5,602+135.9% | $6,400+106.5% |
| Admin fee / account holder | $2,907 | $13,584-78.6% | $10,323-71.8% | $11,426-74.6% |