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 | $15,531 | $138,044-88.7% | $125,339-87.6% | $134,475-88.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.81% | 750.33%-778.1pp | 572.05%-599.9pp | 417.96%-445.8pp |
| Employer contribution / active EE | $5,695 | $5,243+8.6% | $4,814+18.3% | $4,740+20.2% |
| Participant deferral / active EE | $10,370 | $7,799+33.0% | $7,446+39.3% | $6,400+62.0% |
| Admin fee / account holder | $6,360 | $11,571-45.0% | $10,010-36.5% | $11,426-44.3% |