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 | $195,058 | $77,813+150.7% | $123,544+57.9% | $64,186+203.9% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -8.38% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,389 | $3,014+112.0% | $4,628+38.0% | $2,381+168.3% |
| Participant deferral / active EE | $10,939 | $5,240+108.8% | $6,426+70.2% | $3,470+215.3% |
| Admin fee / account holder | $8,124 | $5,519+47.2% | $9,284-12.5% | $4,888+66.2% |