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 6-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 | $66,970 | $97,044-31.0% | $83,333-19.6% | $135,375-50.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.66% | 12.31%-23.0pp | 10.63%-21.3pp | 519.73%-530.4pp |
| Employer contribution / active EE | $4,913 | $4,143+18.6% | $3,379+45.4% | $4,779+2.8% |
| Participant deferral / active EE | $9,250 | $5,964+55.1% | $5,565+66.2% | $5,609+64.9% |
| Admin fee / account holder | $4,303 | $8,380-48.6% | $7,510-42.7% | $10,827-60.3% |