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 9-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 | $26,765 | $129,942-79.4% | $104,294-74.3% | $134,475-80.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.76% | 42.03%-62.8pp | 24.61%-45.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,546 | $4,184+32.5% | $3,372+64.5% | $4,740+17.0% |
| Participant deferral / active EE | $1,709 | $5,588-69.4% | $4,625-63.0% | $6,400-73.3% |
| Admin fee / account holder | $1,240 | $9,323-86.7% | $7,339-83.1% | $11,426-89.2% |