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 | $98,686 | $168,632-41.5% | $147,614-33.1% | $125,391-21.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.75% | 77.65%-83.4pp | 61.98%-67.7pp | 282.22%-288.0pp |
| Employer contribution / active EE | $10,705 | $6,252+71.2% | $5,564+92.4% | $4,866+120.0% |
| Participant deferral / active EE | $5,040 | $5,507-8.5% | $4,895+3.0% | $5,352-5.8% |
| Admin fee / account holder | $694 | $13,580-94.9% | $11,611-94.0% | $9,540-92.7% |