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 8-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 | $53,050 | $95,193-44.3% | $76,523-30.7% | $135,375-60.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.27% | 4.85%-19.1pp | -0.27%-14.0pp | 519.73%-534.0pp |
| Employer contribution / active EE | $7,110 | $3,302+115.3% | $2,647+168.6% | $4,779+48.8% |
| Participant deferral / active EE | $4,734 | $4,639+2.0% | $3,835+23.4% | $5,609-15.6% |
| Admin fee / account holder | $1,788 | $6,249-71.4% | $4,848-63.1% | $10,827-83.5% |