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 | $24,789 | $82,664-70.0% | $125,339-80.2% | $68,494-63.8% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -19.44% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,850 | $3,381+43.5% | $4,814+0.8% | $2,596+86.8% |
| Participant deferral / active EE | $3,574 | $6,110-41.5% | $7,446-52.0% | $4,027-11.3% |
| Admin fee / account holder | $515 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |