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 | $61,103 | $77,813-21.5% | $123,544-50.5% | $64,186-4.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -8.80% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,343 | $3,014+10.9% | $4,628-27.8% | $2,381+40.4% |
| Participant deferral / active EE | $8,007 | $5,240+52.8% | $6,426+24.6% | $3,470+130.8% |
| Admin fee / account holder | $6,400 | $5,519+16.0% | $9,284-31.1% | $4,888+30.9% |