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 | $53,605 | $82,286-34.9% | $68,791-22.1% | $134,475-60.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -27.71% | -2.19%-25.5pp | -6.38%-21.3pp | 417.96%-445.7pp |
| Employer contribution / active EE | $5,698 | $3,301+72.6% | $2,655+114.6% | $4,740+20.2% |
| Participant deferral / active EE | $3,803 | $4,739-19.7% | $3,941-3.5% | $6,400-40.6% |
| Admin fee / account holder | $921 | $6,481-85.8% | $4,932-81.3% | $11,426-91.9% |