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 | $111,613 | $118,680-6.0% | $98,907+12.8% | $158,922-29.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | -0.66% | 372.35%-373.0pp | 196.43%-197.1pp | 302.83%-303.5pp |
| Employer contribution / active EE | $6,616 | $3,333+98.5% | $2,689+146.0% | $4,761+39.0% |
| Participant deferral / active EE | $12,313 | $5,088+142.0% | $4,244+190.1% | $5,982+105.8% |
| Admin fee / account holder | $1,826 | $10,131-82.0% | $6,642-72.5% | $11,246-83.8% |