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 | $105,784 | $100,754+5.0% | $86,677+22.0% | $134,475-21.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -28.55% | 29.04%-57.6pp | 35.91%-64.5pp | 417.96%-446.5pp |
| Employer contribution / active EE | $22,461 | $3,489+543.7% | $2,836+691.9% | $4,740+373.9% |
| Participant deferral / active EE | $12,690 | $5,338+137.7% | $4,656+172.6% | $6,400+98.3% |
| Admin fee / account holder | $666 | $10,926-93.9% | $7,493-91.1% | $11,426-94.2% |