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 5-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 | $16,034 | $90,519-82.3% | $93,789-82.9% | $134,475-88.1% |
| Participation rate | 93.3% | 82.0%+11.4pp | 81.0%+12.4pp | 81.2%+12.1pp |
| Annual return | -27.41% | -15.72%-11.7pp | -11.33%-16.1pp | 417.96%-445.4pp |
| Employer contribution / active EE | $7,117 | $4,343+63.9% | $4,323+64.7% | $4,740+50.2% |
| Participant deferral / active EE | $10,529 | $5,978+76.1% | $6,094+72.8% | $6,400+64.5% |
| Admin fee / account holder | $1,449 | $9,252-84.3% | $7,195-79.9% | $11,426-87.3% |