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 | $20,006 | $152,509-86.9% | $117,472-83.0% | $134,475-85.1% |
| Participation rate | 84.2% | 77.1%+7.1pp | 70.6%+13.6pp | 81.2%+3.0pp |
| Annual return | -22.18% | 52.99%-75.2pp | 29.74%-51.9pp | 417.96%-440.1pp |
| Employer contribution / active EE | $862 | $5,571-84.5% | $4,176-79.4% | $4,740-81.8% |
| Participant deferral / active EE | $2,634 | $4,818-45.3% | $4,070-35.3% | $6,400-58.8% |
| Admin fee / account holder | $456 | $7,004-93.5% | $5,645-91.9% | $11,426-96.0% |