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 | $160,821 | $24,730+550.3% | $66,042+143.5% | $84,808+89.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | -2.15% | 79.55%-81.7pp | 52.11%-54.3pp | 40.90%-43.0pp |
| Employer contribution / active EE | $11,655 | $857+1260.5% | $1,579+638.0% | $2,631+343.0% |
| Participant deferral / active EE | $0 | $1,737-100.0% | $2,835-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,108 | $3,014-30.0% | $5,747-63.3% | $7,344-71.3% |