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 | $23,985 | $129,942-81.5% | $104,294-77.0% | $134,475-82.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.93% | 42.03%-66.0pp | 24.61%-48.5pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,637 | $4,184-60.9% | $3,372-51.4% | $4,740-65.5% |
| Participant deferral / active EE | $4,535 | $5,588-18.8% | $4,625-1.9% | $6,400-29.1% |
| Admin fee / account holder | $380 | $9,323-95.9% | $7,339-94.8% | $11,426-96.7% |