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 | $30,894 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.73% | 552.23%-573.0pp | 408.60%-429.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,541 | $4,995-9.1% | $4,226+7.5% | $4,740-4.2% |
| Participant deferral / active EE | $7,533 | $6,923+8.8% | $6,182+21.9% | $6,400+17.7% |
| Admin fee / account holder | $5,018 | $10,471-52.1% | $8,698-42.3% | $11,426-56.1% |