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 7-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 | $64,071 | $129,942-50.7% | $104,294-38.6% | $134,475-52.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.77% | 42.03%-62.8pp | 24.61%-45.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,604 | $4,184-13.9% | $3,372+6.9% | $4,740-24.0% |
| Participant deferral / active EE | $8,996 | $5,588+61.0% | $4,625+94.5% | $6,400+40.6% |
| Admin fee / account holder | $371 | $9,323-96.0% | $7,339-95.0% | $11,426-96.8% |