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 9-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 | $188,554 | $73,004+158.3% | $90,749+107.8% | $68,494+175.3% |
| Participation rate | 76.2% | 70.8%+5.4pp | 75.7%+0.5pp | 67.9%+8.3pp |
| Annual return | -19.94% | -13.81%-6.1pp | -12.16%-7.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,416 | $2,193+55.8% | $2,921+17.0% | $2,596+31.6% |
| Participant deferral / active EE | $6,335 | $3,627+74.7% | $4,564+38.8% | $4,027+57.3% |
| Admin fee / account holder | $7,900 | $5,896+34.0% | $8,445-6.4% | $5,403+46.2% |