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 | $111,887 | $228,332-51.0% | $185,823-39.8% | $158,922-29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -3.40% | 40.80%-44.2pp | 35.95%-39.4pp | 302.83%-306.2pp |
| Employer contribution / active EE | $21,389 | $4,967+330.7% | $4,087+423.3% | $4,761+349.2% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $789 | $11,864-93.3% | $9,500-91.7% | $11,246-93.0% |