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 | $196,300 | $73,004+168.9% | $90,749+116.3% | $68,494+186.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -22.34% | -13.81%-8.5pp | -12.16%-10.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $5,503 | $2,193+150.9% | $2,921+88.4% | $2,596+111.9% |
| Participant deferral / active EE | $6,825 | $3,627+88.2% | $4,564+49.5% | $4,027+69.5% |
| Admin fee / account holder | $1,893 | $5,896-67.9% | $8,445-77.6% | $5,403-65.0% |