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 | $118,611 | $98,750+20.1% | $149,696-20.8% | $79,858+48.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | -6.15% | 27.43%-33.6pp | 276.60%-282.8pp | 31.71%-37.9pp |
| Employer contribution / active EE | $5,070 | $3,216+57.6% | $4,644+9.2% | $2,471+105.2% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,934 | $6,053-68.0% | $9,309-79.2% | $5,306-63.6% |