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 | $93,806 | $185,822-49.5% | $169,993-44.8% | $139,434-32.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -61.51% | 60.50%-122.0pp | 53.37%-114.9pp | 372.94%-434.4pp |
| Employer contribution / active EE | $69,168 | $7,590+811.3% | $6,785+919.4% | $4,751+1355.9% |
| Participant deferral / active EE | $11,375 | $11,622-2.1% | $10,408+9.3% | $6,710+69.5% |
| Admin fee / account holder | $115,080 | $15,381+648.2% | $12,815+798.0% | $11,403+909.2% |