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 | $23,106 | $133,958-82.8% | $112,228-79.4% | $134,475-82.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.68% | 47.11%-74.8pp | 27.45%-55.1pp | 417.96%-445.6pp |
| Employer contribution / active EE | $3,733 | $4,038-7.5% | $3,635+2.7% | $4,740-21.2% |
| Participant deferral / active EE | $3,667 | $5,291-30.7% | $4,728-22.4% | $6,400-42.7% |
| Admin fee / account holder | $404 | $7,489-94.6% | $6,410-93.7% | $11,426-96.5% |