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 | $22,461 | $85,022-73.6% | $70,515-68.1% | $139,434-83.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | -15.55% | 30.38%-45.9pp | 32.77%-48.3pp | 372.94%-388.5pp |
| Employer contribution / active EE | $6,294 | $3,909+61.0% | $2,973+111.7% | $4,751+32.5% |
| Participant deferral / active EE | $6,959 | $5,890+18.1% | $4,567+52.4% | $6,710+3.7% |
| Admin fee / account holder | $892 | $8,906-90.0% | $6,412-86.1% | $11,403-92.2% |