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 | $99,583 | $91,552+8.8% | $133,956-25.7% | $79,858+24.7% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.1pp |
| Annual return | -0.86% | 61.85%-62.7pp | 45.09%-46.0pp | 31.71%-32.6pp |
| Employer contribution / active EE | $809 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $6,938 | $3,733+85.8% | $5,048+37.5% | $3,740+85.5% |
| Admin fee / account holder | $20,779 | $6,321+228.7% | $8,927+132.8% | $5,306+291.6% |