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 | $32,309 | $105,860-69.5% | $90,749-64.4% | $134,475-76.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.07% | -11.01%-10.1pp | -12.16%-8.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,946 | $3,462+14.0% | $2,921+35.1% | $4,740-16.7% |
| Participant deferral / active EE | $7,398 | $5,216+41.8% | $4,564+62.1% | $6,400+15.6% |
| Admin fee / account holder | $12,460 | $13,938-10.6% | $8,445+47.5% | $11,426+9.0% |