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 7-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 | $112,001 | $109,413+2.4% | $156,263-28.3% | $84,808+32.1% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | -10.09% | 20.18%-30.3pp | 59.47%-69.6pp | 40.90%-51.0pp |
| Employer contribution / active EE | $7,630 | $2,907+162.5% | $4,333+76.1% | $2,631+190.0% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,904 | $9,357-69.0% | $14,255-79.6% | $7,344-60.5% |