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 9-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 | $125,518 | $228,332-45.0% | $185,823-32.5% | $158,922-21.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -17.07% | 40.80%-57.9pp | 35.95%-53.0pp | 302.83%-319.9pp |
| Employer contribution / active EE | $2,413 | $4,967-51.4% | $4,087-41.0% | $4,761-49.3% |
| Participant deferral / active EE | $16,618 | $6,415+159.1% | $5,632+195.1% | $5,982+177.8% |
| Admin fee / account holder | $1,298 | $11,864-89.1% | $9,500-86.3% | $11,246-88.5% |