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 | $80,000 | $91,538-12.6% | $129,995-38.5% | $75,163+6.4% |
| Participation rate | 94.5% | 71.4%+23.1pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 5.53% | -631.11%+636.6pp | -137.18%+142.7pp | 160.62%-155.1pp |
| Employer contribution / active EE | $8,684 | $2,845+205.2% | $4,320+101.0% | $2,670+225.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,957 | $6,790-27.0% | $10,614-53.3% | $5,651-12.3% |