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 6-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 | $85,075 | $72,012+18.1% | $185,823-54.2% | $79,858+6.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | -10.49% | 23.12%-33.6pp | 35.95%-46.4pp | 31.71%-42.2pp |
| Employer contribution / active EE | $10,118 | $1,965+415.0% | $4,087+147.5% | $2,471+309.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,833 | $4,513-15.1% | $9,500-59.7% | $5,306-27.8% |