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 | $136,293 | $89,355+52.5% | $141,162-3.4% | $72,985+86.7% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | -27.55% | 111.85%-139.4pp | 71.39%-98.9pp | 81.00%-108.6pp |
| Employer contribution / active EE | $41,715 | $3,114+1239.4% | $4,735+781.0% | $2,440+1609.7% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,757 | $5,958+80.5% | $10,261+4.8% | $5,124+109.9% |