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 | $56,988 | $118,680-52.0% | $98,907-42.4% | $158,922-64.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -20.61% | 372.35%-393.0pp | 196.43%-217.0pp | 302.83%-323.4pp |
| Employer contribution / active EE | $1,950 | $3,333-41.5% | $2,689-27.5% | $4,761-59.0% |
| Participant deferral / active EE | $3,580 | $5,088-29.6% | $4,244-15.6% | $5,982-40.1% |
| Admin fee / account holder | $647 | $10,131-93.6% | $6,642-90.3% | $11,246-94.3% |