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 6-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 | $16,955 | $127,264-86.7% | $109,895-84.6% | $167,490-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -42.36% | 22.97%-65.3pp | 29.45%-71.8pp | 478.56%-520.9pp |
| Employer contribution / active EE | $3,685 | $3,322+10.9% | $2,842+29.6% | $4,837-23.8% |
| Participant deferral / active EE | $11,416 | $4,514+152.9% | $4,048+182.0% | $6,341+80.0% |
| Admin fee / account holder | $7,340 | $7,114+3.2% | $6,066+21.0% | $12,309-40.4% |