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 | $118,108 | $77,634+52.1% | $156,549-24.6% | $62,891+87.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -2.33% | 50.32%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $8,103 | $3,444+135.3% | $5,501+47.3% | $2,281+255.3% |
| Participant deferral / active EE | $5,355 | $3,045+75.8% | $4,871+9.9% | $3,203+67.2% |
| Admin fee / account holder | $2,396 | $5,561-56.9% | $13,027-81.6% | $4,296-44.2% |