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 | $169,556 | $59,805+183.5% | $79,550+113.1% | $68,494+147.5% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.5%+23.1pp | 67.9%+24.7pp |
| Annual return | -22.10% | -12.30%-9.8pp | 0.16%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,618 | $1,505+140.4% | $2,413+49.9% | $2,596+39.4% |
| Participant deferral / active EE | $8,270 | $3,024+173.4% | $3,985+107.5% | $4,027+105.3% |
| Admin fee / account holder | $10,349 | $4,835+114.1% | $6,832+51.5% | $5,403+91.5% |