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 | $41,070 | $105,860-61.2% | $90,749-54.7% | $134,475-69.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.85% | -11.01%-11.8pp | -12.16%-10.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $17,361 | $3,462+401.4% | $2,921+494.4% | $4,740+266.3% |
| Participant deferral / active EE | $30,750 | $5,216+489.6% | $4,564+573.7% | $6,400+380.5% |
| Admin fee / account holder | $31,452 | $13,938+125.7% | $8,445+272.4% | $11,426+175.3% |