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 | $83,864 | $52,836+58.7% | $105,738-20.7% | $64,186+30.7% |
| Participation rate | 96.9% | 66.5%+30.3pp | 76.3%+20.5pp | 69.6%+27.3pp |
| Annual return | -19.98% | 14.30%-34.3pp | 6.27%-26.3pp | 7.63%-27.6pp |
| Employer contribution / active EE | $13,991 | $1,827+665.8% | $3,268+328.1% | $2,381+487.7% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,251 | $3,959-17.9% | $6,913-53.0% | $4,888-33.5% |