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 | $84,954 | $167,307-49.2% | $143,757-40.9% | $134,475-36.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $12,112 | $5,619+115.5% | $4,951+144.6% | $4,740+155.5% |
| Participant deferral / active EE | $10,595 | $6,446+64.4% | $5,637+87.9% | $6,400+65.5% |
| Admin fee / account holder | $1,276 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |