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 7-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 | $97,584 | $54,541+78.9% | $78,778+23.9% | $70,131+39.1% |
| Participation rate | 95.4% | 60.8%+34.6pp | 69.2%+26.2pp | 69.5%+25.8pp |
| Annual return | -5.81% | 21.07%-26.9pp | 35.62%-41.4pp | 73.14%-79.0pp |
| Employer contribution / active EE | $1,422 | $1,089+30.7% | $1,986-28.4% | $2,342-39.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $969 | $3,709-73.9% | $5,134-81.1% | $4,645-79.1% |