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 | $74,967 | $82,664-9.3% | $125,339-40.2% | $68,494+9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.54% | -5.97%-18.6pp | 572.05%-596.6pp | -7.84%-16.7pp |
| Employer contribution / active EE | $5,455 | $3,381+61.4% | $4,814+13.3% | $2,596+110.1% |
| Participant deferral / active EE | $12,992 | $6,110+112.6% | $7,446+74.5% | $4,027+222.6% |
| Admin fee / account holder | $6,042 | $6,275-3.7% | $10,010-39.6% | $5,403+11.8% |