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 | $108,863 | $91,538+18.9% | $129,995-16.3% | $75,163+44.8% |
| Participation rate | 98.2% | 71.4%+26.7pp | 78.5%+19.7pp | 67.2%+31.0pp |
| Annual return | 11.74% | -631.11%+642.9pp | -137.18%+148.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $7,795 | $2,845+174.0% | $4,320+80.5% | $2,670+192.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $579 | $6,790-91.5% | $10,614-94.5% | $5,651-89.8% |