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 | $45,436 | $115,770-60.8% | $101,248-55.1% | $158,922-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -12.06% | 56.14%-68.2pp | 46.47%-58.5pp | 302.83%-314.9pp |
| Employer contribution / active EE | $4,380 | $4,175+4.9% | $3,660+19.7% | $4,761-8.0% |
| Participant deferral / active EE | $8,112 | $4,957+63.6% | $4,370+85.6% | $5,982+35.6% |
| Admin fee / account holder | $556 | $7,245-92.3% | $5,945-90.7% | $11,246-95.1% |