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 | $42,999 | $167,484-74.3% | $151,611-71.6% | $134,475-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.53% | 7.80%-29.3pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,895 | $6,829-72.2% | $6,166-69.3% | $4,740-60.0% |
| Participant deferral / active EE | $7,850 | $8,986-12.6% | $8,363-6.1% | $6,400+22.7% |
| Admin fee / account holder | $1,927 | $13,783-86.0% | $11,616-83.4% | $11,426-83.1% |