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 | $130,954 | $211,958-38.2% | $169,463-22.7% | $135,375-3.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -18.97% | 3.26%-22.2pp | 1.83%-20.8pp | 519.73%-538.7pp |
| Employer contribution / active EE | $20,293 | $5,120+296.4% | $4,159+387.9% | $4,779+324.6% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $1,047 | $11,471-90.9% | $9,109-88.5% | $10,827-90.3% |