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 | $148,339 | $103,966+42.7% | $112,887+31.4% | $75,163+97.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | -5.63% | 24.54%-30.2pp | 34.10%-39.7pp | 160.62%-166.3pp |
| Employer contribution / active EE | $2,397 | $3,870-38.1% | $4,563-47.5% | $2,670-10.2% |
| Participant deferral / active EE | $8,322 | $5,456+52.5% | $6,513+27.8% | $4,125+101.7% |
| Admin fee / account holder | $6,068 | $7,663-20.8% | $7,047-13.9% | $5,651+7.4% |