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 6-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 | $34,507 | $142,344-75.8% | $119,609-71.1% | $134,475-74.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.44% | -12.44%-14.0pp | -14.97%-11.5pp | 417.96%-444.4pp |
| Employer contribution / active EE | $4,624 | $5,222-11.5% | $4,232+9.3% | $4,740-2.4% |
| Participant deferral / active EE | $7,423 | $6,469+14.7% | $5,602+32.5% | $6,400+16.0% |
| Admin fee / account holder | $1,085 | $13,584-92.0% | $10,323-89.5% | $11,426-90.5% |