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 9-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 | $14,113 | $97,044-85.5% | $83,333-83.1% | $135,375-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.10% | 12.31%-22.4pp | 10.63%-20.7pp | 519.73%-529.8pp |
| Employer contribution / active EE | $5,589 | $4,143+34.9% | $3,379+65.4% | $4,779+16.9% |
| Participant deferral / active EE | $5,715 | $5,964-4.2% | $5,565+2.7% | $5,609+1.9% |
| Admin fee / account holder | $544 | $8,380-93.5% | $7,510-92.8% | $10,827-95.0% |