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 | $242,115 | $64,707+274.2% | $112,228+115.7% | $68,494+253.5% |
| Participation rate | 88.1% | 67.2%+21.0pp | 75.1%+13.1pp | 67.9%+20.2pp |
| Annual return | -21.66% | -11.40%-10.3pp | 27.45%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,738 | $2,746-36.7% | $3,635-52.2% | $2,596-33.0% |
| Participant deferral / active EE | $11,143 | $3,565+212.6% | $4,728+135.7% | $4,027+176.7% |
| Admin fee / account holder | $11,217 | $5,232+114.4% | $6,410+75.0% | $5,403+107.6% |