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 | $122,049 | $91,538+33.3% | $129,995-6.1% | $75,163+62.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 3.55% | -631.11%+634.7pp | -137.18%+140.7pp | 160.62%-157.1pp |
| Employer contribution / active EE | $5,815 | $2,845+104.4% | $4,320+34.6% | $2,670+117.8% |
| Participant deferral / active EE | $7,145 | $4,341+64.6% | $5,820+22.8% | $4,125+73.2% |
| Admin fee / account holder | $1,367 | $6,790-79.9% | $10,614-87.1% | $5,651-75.8% |