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 | $56,863 | $105,860-46.3% | $90,749-37.3% | $134,475-57.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.86% | -11.01%-11.9pp | -12.16%-10.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,600 | $3,462-24.9% | $2,921-11.0% | $4,740-45.1% |
| Participant deferral / active EE | $8,597 | $5,216+64.8% | $4,564+88.4% | $6,400+34.3% |
| Admin fee / account holder | $983 | $13,938-92.9% | $8,445-88.4% | $11,426-91.4% |