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 | $13,210 | $102,616-87.1% | $81,983-83.9% | $158,922-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -1.05% | 61.04%-62.1pp | 41.31%-42.4pp | 302.83%-303.9pp |
| Employer contribution / active EE | $1,090 | $3,240-66.4% | $2,498-56.4% | $4,761-77.1% |
| Participant deferral / active EE | $3,030 | $4,648-34.8% | $3,722-18.6% | $5,982-49.3% |
| Admin fee / account holder | $2,676 | $8,235-67.5% | $5,664-52.8% | $11,246-76.2% |