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 | $62,631 | $99,032-36.8% | $80,019-21.7% | $135,375-53.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.92% | 15.39%-25.3pp | 11.22%-21.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $9,880 | $3,043+224.6% | $2,468+300.3% | $4,779+106.7% |
| Participant deferral / active EE | $12,350 | $4,282+188.4% | $3,686+235.1% | $5,609+120.2% |
| Admin fee / account holder | $525 | $10,436-95.0% | $6,521-91.9% | $10,827-95.2% |