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 | $233,809 | $73,867+216.5% | $143,757+62.6% | $68,494+241.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.36% | 1.01%-26.4pp | -0.04%-25.3pp | -7.84%-17.5pp |
| Employer contribution / active EE | $3,231 | $3,184+1.5% | $4,951-34.7% | $2,596+24.4% |
| Participant deferral / active EE | $2,112 | $3,384-37.6% | $5,637-62.5% | $4,027-47.6% |
| Admin fee / account holder | $5,424 | $5,755-5.7% | $14,673-63.0% | $5,403+0.4% |