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 | $119,872 | $91,538+31.0% | $129,995-7.8% | $75,163+59.5% |
| Participation rate | 96.9% | 71.4%+25.5pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | -10.71% | -631.11%+620.4pp | -137.18%+126.5pp | 160.62%-171.3pp |
| Employer contribution / active EE | $4,894 | $2,845+72.0% | $4,320+13.3% | $2,670+83.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,350 | $6,790-65.4% | $10,614-77.9% | $5,651-58.4% |