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 | $112,467 | $49,177+128.7% | $79,464+41.5% | $64,186+75.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.19% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,276 | $2,076+9.6% | $2,800-18.7% | $2,381-4.4% |
| Participant deferral / active EE | $3,218 | $2,821+14.0% | $3,704-13.1% | $3,470-7.3% |
| Admin fee / account holder | $6,601 | $3,839+71.9% | $5,113+29.1% | $4,888+35.0% |