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 | $89,058 | $106,543-16.4% | $91,220-2.4% | $134,475-33.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -36.89% | 160.60%-197.5pp | 114.01%-150.9pp | 417.96%-454.9pp |
| Employer contribution / active EE | $19,530 | $3,331+486.4% | $2,850+585.2% | $4,740+312.0% |
| Participant deferral / active EE | $16,981 | $4,719+259.9% | $4,234+301.1% | $6,400+165.3% |
| Admin fee / account holder | $15,297 | $6,231+145.5% | $5,420+182.3% | $11,426+33.9% |