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 | $104,705 | $91,538+14.4% | $129,995-19.5% | $75,163+39.3% |
| Participation rate | 70.3% | 71.4%-1.2pp | 78.5%-8.2pp | 67.2%+3.1pp |
| Annual return | -28.04% | -631.11%+603.1pp | -137.18%+109.1pp | 160.62%-188.7pp |
| Employer contribution / active EE | $3,319 | $2,845+16.7% | $4,320-23.2% | $2,670+24.3% |
| Participant deferral / active EE | $5,627 | $4,341+29.6% | $5,820-3.3% | $4,125+36.4% |
| Admin fee / account holder | $640 | $6,790-90.6% | $10,614-94.0% | $5,651-88.7% |