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 | $53,261 | $142,344-62.6% | $119,609-55.5% | $134,475-60.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.11% | -12.44%-8.7pp | -14.97%-6.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $6,207 | $5,222+18.9% | $4,232+46.7% | $4,740+31.0% |
| Participant deferral / active EE | $13,089 | $6,469+102.3% | $5,602+133.6% | $6,400+104.5% |
| Admin fee / account holder | $771 | $13,584-94.3% | $10,323-92.5% | $11,426-93.3% |