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 | $152,575 | $98,750+54.5% | $149,696+1.9% | $79,858+91.1% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.5%+14.3pp | 69.6%+27.1pp |
| Annual return | -23.08% | 27.43%-50.5pp | 276.60%-299.7pp | 31.71%-54.8pp |
| Employer contribution / active EE | $57,912 | $3,216+1700.5% | $4,644+1147.0% | $2,471+2243.9% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,149 | $6,053-31.4% | $9,309-55.4% | $5,306-21.8% |