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 | $40,399 | $133,958-69.8% | $112,228-64.0% | $134,475-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.89% | 47.11%-71.0pp | 27.45%-51.3pp | 417.96%-441.9pp |
| Employer contribution / active EE | $4,912 | $4,038+21.6% | $3,635+35.1% | $4,740+3.6% |
| Participant deferral / active EE | $6,879 | $5,291+30.0% | $4,728+45.5% | $6,400+7.5% |
| Admin fee / account holder | $5,149 | $7,489-31.2% | $6,410-19.7% | $11,426-54.9% |