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 8-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 | $18,964 | $54,350-65.1% | $82,719-77.1% | $68,494-72.3% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -21.93% | -13.67%-8.3pp | 701.18%-723.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,126 | $2,218+40.9% | $3,009+3.9% | $2,596+20.4% |
| Participant deferral / active EE | $8,106 | $3,246+149.7% | $4,395+84.4% | $4,027+101.3% |
| Admin fee / account holder | $1,377 | $4,395-68.7% | $5,329-74.2% | $5,403-74.5% |