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 | $59,218 | $100,754-41.2% | $86,677-31.7% | $134,475-56.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.80% | 29.04%-51.8pp | 35.91%-58.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,631 | $3,489-24.6% | $2,836-7.2% | $4,740-44.5% |
| Participant deferral / active EE | $19,240 | $5,338+260.4% | $4,656+313.3% | $6,400+200.6% |
| Admin fee / account holder | $1,686 | $10,926-84.6% | $7,493-77.5% | $11,426-85.2% |