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 | $142,672 | $22,587+531.7% | $65,255+118.6% | $75,163+89.8% |
| Participation rate | 97.7% | 63.1%+34.6pp | 65.0%+32.8pp | 67.2%+30.5pp |
| Annual return | -26.41% | 71.03%-97.4pp | 47.35%-73.8pp | 160.62%-187.0pp |
| Employer contribution / active EE | $9,211 | $941+879.4% | $1,691+444.6% | $2,670+245.0% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,831-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,718 | $1,876-8.4% | $4,112-58.2% | $5,651-69.6% |