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 | $78,432 | $140,588-44.2% | $123,104-36.3% | $125,391-37.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -20.02% | 16.80%-36.8pp | 13.22%-33.2pp | 282.22%-302.2pp |
| Employer contribution / active EE | $34,311 | $6,041+467.9% | $5,151+566.1% | $4,866+605.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,496 | $11,198-86.6% | $9,015-83.4% | $9,540-84.3% |