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 9-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 | $57,196 | $82,664-30.8% | $125,339-54.4% | $68,494-16.5% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -22.42% | -5.97%-16.5pp | 572.05%-594.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $5,992 | $3,381+77.2% | $4,814+24.5% | $2,596+130.8% |
| Participant deferral / active EE | $13,447 | $6,110+120.1% | $7,446+80.6% | $4,027+233.9% |
| Admin fee / account holder | $4,644 | $6,275-26.0% | $10,010-53.6% | $5,403-14.1% |