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 10-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 | $122,375 | $69,010+77.3% | $159,960-23.5% | $68,494+78.7% |
| Participation rate | 96.9% | 65.4%+31.5pp | 78.0%+18.9pp | 67.9%+29.0pp |
| Annual return | -20.04% | -9.65%-10.4pp | 408.60%-428.6pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,978 | $2,213+170.1% | $4,226+41.5% | $2,596+130.2% |
| Participant deferral / active EE | $12,870 | $4,212+205.6% | $6,182+108.2% | $4,027+219.6% |
| Admin fee / account holder | $19,986 | $4,798+316.6% | $8,698+129.8% | $5,403+269.9% |