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 | $221,110 | $42,383+421.7% | $76,523+188.9% | $64,186+244.5% |
| Participation rate | 80.0% | 58.1%+21.9pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | -13.27% | -16.54%+3.3pp | -0.27%-13.0pp | 7.63%-20.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,105 | $2,566+332.7% | $3,835+189.5% | $3,470+220.1% |
| Admin fee / account holder | $4,304 | $3,198+34.6% | $4,848-11.2% | $4,888-11.9% |