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 | $21,347 | $97,044-78.0% | $83,333-74.4% | $135,375-84.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.91% | 12.31%-30.2pp | 10.63%-28.5pp | 519.73%-537.6pp |
| Employer contribution / active EE | $4,167 | $4,143+0.6% | $3,379+23.3% | $4,779-12.8% |
| Participant deferral / active EE | $9,714 | $5,964+62.9% | $5,565+74.5% | $5,609+73.2% |
| Admin fee / account holder | $1,571 | $8,380-81.2% | $7,510-79.1% | $10,827-85.5% |