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 | $35,845 | $129,942-72.4% | $104,294-65.6% | $134,475-73.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.42% | 42.03%-62.5pp | 24.61%-45.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,636 | $4,184-37.0% | $3,372-21.8% | $4,740-44.4% |
| Participant deferral / active EE | $14,171 | $5,588+153.6% | $4,625+206.4% | $6,400+121.4% |
| Admin fee / account holder | $2,941 | $9,323-68.5% | $7,339-59.9% | $11,426-74.3% |