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 | $158,165 | $73,867+114.1% | $143,757+10.0% | $68,494+130.9% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -19.43% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,805 | $3,184+19.5% | $4,951-23.2% | $2,596+46.5% |
| Participant deferral / active EE | $9,395 | $3,384+177.6% | $5,637+66.7% | $4,027+133.3% |
| Admin fee / account holder | $1,386 | $5,755-75.9% | $14,673-90.6% | $5,403-74.3% |