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 | $168,927 | $64,707+161.1% | $112,228+50.5% | $68,494+146.6% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -20.16% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $7,594 | $2,746+176.5% | $3,635+108.9% | $2,596+192.5% |
| Participant deferral / active EE | $10,073 | $3,565+182.6% | $4,728+113.1% | $4,027+150.1% |
| Admin fee / account holder | $18,397 | $5,232+251.6% | $6,410+187.0% | $5,403+240.5% |