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 | $133,353 | $62,586+113.1% | $76,768+73.7% | $64,186+107.8% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -7.58% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $701 | $1,832-61.7% | $2,485-71.8% | $2,381-70.5% |
| Participant deferral / active EE | $3,632 | $3,145+15.5% | $3,852-5.7% | $3,470+4.7% |
| Admin fee / account holder | $21,943 | $4,667+370.2% | $6,675+228.7% | $4,888+348.9% |