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 | $25,112 | $82,664-69.6% | $125,339-80.0% | $68,494-63.3% |
| Participation rate | 83.7% | 75.0%+8.6pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -19.81% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,141 | $3,381+22.5% | $4,814-14.0% | $2,596+59.5% |
| Participant deferral / active EE | $8,848 | $6,110+44.8% | $7,446+18.8% | $4,027+119.7% |
| Admin fee / account holder | $1,332 | $6,275-78.8% | $10,010-86.7% | $5,403-75.3% |