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 | $40,451 | $109,327-63.0% | $89,391-54.7% | $158,922-74.5% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | -10.96% | 345.68%-356.6pp | 245.62%-256.6pp | 302.83%-313.8pp |
| Employer contribution / active EE | $3,240 | $3,170+2.2% | $2,586+25.3% | $4,761-32.0% |
| Participant deferral / active EE | $11,309 | $4,598+145.9% | $3,890+190.7% | $5,982+89.0% |
| Admin fee / account holder | $1,403 | $6,153-77.2% | $4,881-71.3% | $11,246-87.5% |