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 | $111,177 | $88,707+25.3% | $74,183+49.9% | $273,961-59.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.04% | 11.94%-13.0pp | 17.74%-18.8pp | 41.45%-42.5pp |
| Employer contribution / active EE | $5,475 | $3,159+73.3% | $2,370+131.0% | $4,869+12.5% |
| Participant deferral / active EE | $13,688 | $4,212+225.0% | $3,550+285.6% | $5,287+158.9% |
| Admin fee / account holder | $367 | $8,717-95.8% | $5,586-93.4% | $10,132-96.4% |