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 8-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 | $153,752 | $79,633+93.1% | $93,789+63.9% | $68,494+124.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -19.42% | -0.10%-19.3pp | -11.33%-8.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $8,530 | $3,665+132.7% | $4,323+97.3% | $2,596+228.5% |
| Participant deferral / active EE | $6,408 | $5,158+24.2% | $6,094+5.1% | $4,027+59.1% |
| Admin fee / account holder | $2,483 | $6,871-63.9% | $7,195-65.5% | $5,403-54.0% |