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 8-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 | $56,332 | $239,571-76.5% | $183,328-69.3% | $137,256-59.0% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.5pp | 80.0%+12.9pp |
| Annual return | -1.01% | 35.69%-36.7pp | 29.67%-30.7pp | 220.34%-221.3pp |
| Employer contribution / active EE | $1,813 | $6,148-70.5% | $5,055-64.1% | $4,156-56.4% |
| Participant deferral / active EE | $10,078 | $7,995+26.1% | $6,795+48.3% | $6,407+57.3% |
| Admin fee / account holder | $14,842 | $30,059-50.6% | $21,427-30.7% | $12,270+21.0% |