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 | $112,079 | $72,404+54.8% | $110,238+1.7% | $64,186+74.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.74%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,006 | $2,282+119.4% | $3,826+30.8% | $2,381+110.3% |
| Participant deferral / active EE | $2,134 | $3,469-38.5% | $4,672-54.3% | $3,470-38.5% |
| Admin fee / account holder | $6,719 | $5,664+18.6% | $8,547-21.4% | $4,888+37.5% |