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 | $111,783 | $73,933+51.2% | $96,683+15.6% | $75,163+48.7% |
| Participation rate | 78.5% | 66.4%+12.1pp | 74.3%+4.1pp | 67.2%+11.3pp |
| Annual return | -8.38% | 26.70%-35.1pp | 35.69%-44.1pp | 160.62%-169.0pp |
| Employer contribution / active EE | $818 | $2,928-72.1% | $3,737-78.1% | $2,670-69.4% |
| Participant deferral / active EE | $4,670 | $3,659+27.6% | $4,878-4.3% | $4,125+13.2% |
| Admin fee / account holder | $7,629 | $5,216+46.3% | $6,730+13.4% | $5,651+35.0% |