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 9-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 | $118,185 | $71,883+64.4% | $86,677+36.4% | $68,494+72.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.97% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,988 | $2,173+37.5% | $2,836+5.3% | $2,596+15.1% |
| Participant deferral / active EE | $6,887 | $3,779+82.3% | $4,656+47.9% | $4,027+71.0% |
| Admin fee / account holder | $3,524 | $6,112-42.3% | $7,493-53.0% | $5,403-34.8% |