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 | $143,962 | $177,572-18.9% | $154,803-7.0% | $142,382+1.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -45.83% | 65.07%-110.9pp | 58.88%-104.7pp | 217.08%-262.9pp |
| Employer contribution / active EE | $10,045 | $4,810+108.8% | $4,305+133.3% | $4,299+133.6% |
| Participant deferral / active EE | $4,766 | $6,272-24.0% | $5,540-14.0% | $6,507-26.8% |
| Admin fee / account holder | $2,249 | $16,786-86.6% | $14,329-84.3% | $12,624-82.2% |