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 6-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 | $89,619 | $167,484-46.5% | $151,611-40.9% | $134,475-33.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.21% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.2pp |
| Employer contribution / active EE | $19,207 | $6,829+181.2% | $6,166+211.5% | $4,740+305.2% |
| Participant deferral / active EE | $12,822 | $8,986+42.7% | $8,363+53.3% | $6,400+100.3% |
| Admin fee / account holder | $1,521 | $13,783-89.0% | $11,616-86.9% | $11,426-86.7% |