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 8-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 | $28,998 | $169,032-82.8% | $129,207-77.6% | $145,922-80.1% |
| Participation rate | 93.8% | 76.4%+17.3pp | 69.6%+24.1pp | 80.3%+13.5pp |
| Annual return | -0.83% | 14330.11%-14330.9pp | 9417.33%-9418.2pp | 561.29%-562.1pp |
| Employer contribution / active EE | $2,363 | $5,537-57.3% | $4,153-43.1% | $4,660-49.3% |
| Participant deferral / active EE | $4,740 | $4,987-5.0% | $4,168+13.7% | $6,688-29.1% |
| Admin fee / account holder | $3,254 | $9,954-67.3% | $7,715-57.8% | $13,397-75.7% |