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 7-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 | $55,064 | $142,344-61.3% | $119,609-54.0% | $134,475-59.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.10% | -12.44%-12.7pp | -14.97%-10.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $5,619 | $5,222+7.6% | $4,232+32.8% | $4,740+18.6% |
| Participant deferral / active EE | $19,684 | $6,469+204.3% | $5,602+251.4% | $6,400+207.6% |
| Admin fee / account holder | $559 | $13,584-95.9% | $10,323-94.6% | $11,426-95.1% |