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 8-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 | $81,402 | $135,635-40.0% | $110,238-26.2% | $135,375-39.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.93% | 513.19%-525.1pp | 314.74%-326.7pp | 519.73%-531.7pp |
| Employer contribution / active EE | $18,082 | $4,906+268.6% | $3,826+372.6% | $4,779+278.4% |
| Participant deferral / active EE | $19,828 | $5,506+260.1% | $4,672+324.4% | $5,609+253.5% |
| Admin fee / account holder | $1,848 | $11,457-83.9% | $8,547-78.4% | $10,827-82.9% |