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 | $109,067 | $81,460+33.9% | $103,333+5.5% | $80,856+34.9% |
| Participation rate | 94.0% | 66.8%+27.2pp | 74.5%+19.5pp | 67.6%+26.4pp |
| Annual return | -2.19% | 25.55%-27.7pp | 24.88%-27.1pp | 35.59%-37.8pp |
| Employer contribution / active EE | $8,280 | $3,105+166.7% | $3,868+114.1% | $2,755+200.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,042 | $6,566-53.7% | $8,355-63.6% | $6,918-56.0% |