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 6-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 | $47,715 | $167,484-71.5% | $151,611-68.5% | $134,475-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.97% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-443.9pp |
| Employer contribution / active EE | $10,122 | $6,829+48.2% | $6,166+64.2% | $4,740+113.6% |
| Participant deferral / active EE | $13,520 | $8,986+50.5% | $8,363+61.7% | $6,400+111.3% |
| Admin fee / account holder | $1,084 | $13,783-92.1% | $11,616-90.7% | $11,426-90.5% |