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 | $101,682 | $80,968+25.6% | $96,544+5.3% | $75,163+35.3% |
| Participation rate | 98.9% | 71.8%+27.2pp | 76.0%+23.0pp | 67.2%+31.7pp |
| Annual return | -4.53% | 27.06%-31.6pp | 25.84%-30.4pp | 160.62%-165.1pp |
| Employer contribution / active EE | $5,852 | $2,282+156.4% | $2,965+97.4% | $2,670+119.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,831 | $6,724-57.9% | $8,252-65.7% | $5,651-49.9% |