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 | $193,618 | $68,547+182.5% | $120,354+60.9% | $80,856+139.5% |
| Participation rate | 90.4% | 61.6%+28.8pp | 71.9%+18.5pp | 67.6%+22.7pp |
| Annual return | -1.16% | 23.60%-24.8pp | 107.15%-108.3pp | 35.59%-36.8pp |
| Employer contribution / active EE | $10,247 | $2,051+399.5% | $3,463+195.9% | $2,755+272.0% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,525 | $5,732+13.8% | $9,423-30.8% | $6,918-5.7% |