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 3-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 | $75,519 | $106,515-29.1% | $96,683-21.9% | $139,434-45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -7.61% | 38.43%-46.0pp | 35.69%-43.3pp | 372.94%-380.6pp |
| Employer contribution / active EE | $7,500 | $4,103+82.8% | $3,737+100.7% | $4,751+57.9% |
| Participant deferral / active EE | $4,782 | $5,454-12.3% | $4,878-2.0% | $6,710-28.7% |
| Admin fee / account holder | $5,117 | $7,877-35.0% | $6,730-24.0% | $11,403-55.1% |