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 | $85,894 | $78,422+9.5% | $95,952-10.5% | $79,858+7.6% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.8pp | 69.6%+24.3pp |
| Annual return | 6.80% | 19.37%-12.6pp | 91.61%-84.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $5,383 | $1,945+176.7% | $2,541+111.8% | $2,471+117.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,904 | $5,622-48.4% | $6,795-57.3% | $5,306-45.3% |