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 | $113,006 | $102,317+10.4% | $146,958-23.1% | $80,856+39.8% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+6.0pp | 67.6%+20.5pp |
| Annual return | 1.06% | 134.76%-133.7pp | 418.34%-417.3pp | 35.59%-34.5pp |
| Employer contribution / active EE | $5,397 | $3,713+45.3% | $4,933+9.4% | $2,755+95.9% |
| Participant deferral / active EE | $15,007 | $6,644+125.9% | $8,070+86.0% | $4,296+249.4% |
| Admin fee / account holder | $8,602 | $7,941+8.3% | $12,998-33.8% | $6,918+24.3% |