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 | $102,993 | $60,892+69.1% | $82,389+25.0% | $84,808+21.4% |
| Participation rate | 93.8% | 63.3%+30.5pp | 69.5%+24.2pp | 68.3%+25.4pp |
| Annual return | -1.71% | 37.29%-39.0pp | 28.67%-30.4pp | 40.90%-42.6pp |
| Employer contribution / active EE | $8,700 | $1,779+389.0% | $2,517+245.6% | $2,631+230.7% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,016 | $5,467-8.3% | $7,231-30.6% | $7,344-31.7% |