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 7-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 | $56,506 | $105,860-46.6% | $90,749-37.7% | $134,475-58.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.63% | -11.01%-9.6pp | -12.16%-8.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,900 | $3,462+41.5% | $2,921+67.8% | $4,740+3.4% |
| Participant deferral / active EE | $19,204 | $5,216+268.2% | $4,564+320.8% | $6,400+200.1% |
| Admin fee / account holder | $4,590 | $13,938-67.1% | $8,445-45.6% | $11,426-59.8% |