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 | $193,253 | $69,010+180.0% | $159,960+20.8% | $68,494+182.1% |
| Participation rate | 90.5% | 65.4%+25.1pp | 78.0%+12.5pp | 67.9%+22.6pp |
| Annual return | -26.48% | -9.65%-16.8pp | 408.60%-435.1pp | -7.84%-18.6pp |
| Employer contribution / active EE | $7,415 | $2,213+235.0% | $4,226+75.5% | $2,596+185.6% |
| Participant deferral / active EE | $14,937 | $4,212+254.6% | $6,182+141.6% | $4,027+270.9% |
| Admin fee / account holder | $4,375 | $4,798-8.8% | $8,698-49.7% | $5,403-19.0% |