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 3-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 | $38,507 | $124,425-69.1% | $112,040-65.6% | $137,256-71.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -7.86% | 24.72%-32.6pp | 24.52%-32.4pp | 220.34%-228.2pp |
| Employer contribution / active EE | $7,000 | $3,411+105.2% | $2,954+137.0% | $4,156+68.4% |
| Participant deferral / active EE | $16,001 | $5,718+179.8% | $5,098+213.9% | $6,407+149.8% |
| Admin fee / account holder | $74,959 | $15,207+392.9% | $12,098+519.6% | $12,270+510.9% |