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 | $116,440 | $80,968+43.8% | $96,544+20.6% | $75,163+54.9% |
| Participation rate | 98.2% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | -6.81% | 27.06%-33.9pp | 25.84%-32.7pp | 160.62%-167.4pp |
| Employer contribution / active EE | $2,802 | $2,282+22.8% | $2,965-5.5% | $2,670+5.0% |
| Participant deferral / active EE | $6,392 | $3,928+62.7% | $4,851+31.8% | $4,125+55.0% |
| Admin fee / account holder | $2,310 | $6,724-65.6% | $8,252-72.0% | $5,651-59.1% |