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 5-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 | $127,292 | $93,571+36.0% | $135,903-6.3% | $75,163+69.4% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.7pp | 67.2%+20.5pp |
| Annual return | -6.42% | 30.90%-37.3pp | 68.23%-74.6pp | 160.62%-167.0pp |
| Employer contribution / active EE | $23,484 | $3,537+564.0% | $4,856+383.6% | $2,670+779.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $548 | $6,975-92.1% | $10,762-94.9% | $5,651-90.3% |