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 6-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 | $92,791 | $73,004+27.1% | $90,749+2.2% | $68,494+35.5% |
| Participation rate | 96.0% | 70.8%+25.2pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -19.06% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,692 | $2,193+205.2% | $2,921+129.1% | $2,596+157.7% |
| Participant deferral / active EE | $14,906 | $3,627+311.0% | $4,564+226.6% | $4,027+270.1% |
| Admin fee / account holder | $1,678 | $5,896-71.5% | $8,445-80.1% | $5,403-68.9% |