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 | $90,358 | $65,041+38.9% | $90,951-0.7% | $79,858+13.1% |
| Participation rate | 86.7% | 61.6%+25.1pp | 69.0%+17.7pp | 69.6%+17.0pp |
| Annual return | 8.20% | 30.45%-22.2pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $3,442 | $1,247+176.0% | $2,122+62.2% | $2,471+39.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,897 | $4,536+228.4% | $5,959+150.0% | $5,306+180.7% |