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 | $71,701 | $72,277-0.8% | $101,248-29.2% | $79,858-10.2% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | -49.25% | 22.30%-71.5pp | 46.47%-95.7pp | 31.71%-81.0pp |
| Employer contribution / active EE | $13,350 | $2,692+396.0% | $3,660+264.8% | $2,471+440.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,455 | $4,400+24.0% | $5,945-8.2% | $5,306+2.8% |