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 | $167,083 | $81,900+104.0% | $119,609+39.7% | $68,494+143.9% |
| Participation rate | 87.9% | 71.9%+16.0pp | 79.3%+8.6pp | 67.9%+20.0pp |
| Annual return | -19.71% | -23.82%+4.1pp | -14.97%-4.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,830 | $2,693+5.1% | $4,232-33.1% | $2,596+9.0% |
| Participant deferral / active EE | $6,740 | $4,148+62.5% | $5,602+20.3% | $4,027+67.4% |
| Admin fee / account holder | $640 | $6,582-90.3% | $10,323-93.8% | $5,403-88.1% |