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 | $59,703 | $97,044-38.5% | $83,333-28.4% | $135,375-55.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.71% | 12.31%-25.0pp | 10.63%-23.3pp | 519.73%-532.4pp |
| Employer contribution / active EE | $19,391 | $4,143+368.0% | $3,379+473.9% | $4,779+305.8% |
| Participant deferral / active EE | $12,839 | $5,964+115.3% | $5,565+130.7% | $5,609+128.9% |
| Admin fee / account holder | $343 | $8,380-95.9% | $7,510-95.4% | $10,827-96.8% |