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 | $144,274 | $71,883+100.7% | $86,677+66.5% | $68,494+110.6% |
| Participation rate | 73.0% | 72.2%+0.7pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -19.31% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,277 | $2,173+4.8% | $2,836-19.7% | $2,596-12.3% |
| Participant deferral / active EE | $4,419 | $3,779+16.9% | $4,656-5.1% | $4,027+9.7% |
| Admin fee / account holder | $15,803 | $6,112+158.6% | $7,493+110.9% | $5,403+192.5% |