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 | $40,540 | $167,307-75.8% | $143,757-71.8% | $134,475-69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.31% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,203 | $5,619-43.0% | $4,951-35.3% | $4,740-32.4% |
| Participant deferral / active EE | $10,200 | $6,446+58.2% | $5,637+80.9% | $6,400+59.4% |
| Admin fee / account holder | $1,035 | $18,088-94.3% | $14,673-92.9% | $11,426-90.9% |