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 | $44,736 | $211,958-78.9% | $169,463-73.6% | $135,375-67.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.63% | 3.26%-22.9pp | 1.83%-21.5pp | 519.73%-539.4pp |
| Employer contribution / active EE | $15,276 | $5,120+198.4% | $4,159+267.3% | $4,779+219.7% |
| Participant deferral / active EE | $16,883 | $6,075+177.9% | $5,277+220.0% | $5,609+201.0% |
| Admin fee / account holder | $692 | $11,471-94.0% | $9,109-92.4% | $10,827-93.6% |