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 10-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 | $66,803 | $82,664-19.2% | $125,339-46.7% | $68,494-2.5% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -20.62% | -5.97%-14.6pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,789 | $3,381+12.1% | $4,814-21.3% | $2,596+46.0% |
| Participant deferral / active EE | $9,560 | $6,110+56.4% | $7,446+28.4% | $4,027+137.4% |
| Admin fee / account holder | $9,186 | $6,275+46.4% | $10,010-8.2% | $5,403+70.0% |