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 5-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 | $102,472 | $159,602-35.8% | $150,045-31.7% | $142,382-28.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | -0.02% | 70.24%-70.3pp | 62.55%-62.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $13,391 | $4,961+170.0% | $4,693+185.3% | $4,299+211.5% |
| Participant deferral / active EE | $10,676 | $8,310+28.5% | $7,997+33.5% | $6,507+64.1% |
| Admin fee / account holder | $1,102 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |