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 | $140,437 | $64,707+117.0% | $112,228+25.1% | $68,494+105.0% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -20.41% | -11.40%-9.0pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,028 | $2,746+10.3% | $3,635-16.7% | $2,596+16.6% |
| Participant deferral / active EE | $8,974 | $3,565+151.7% | $4,728+89.8% | $4,027+122.8% |
| Admin fee / account holder | $32,475 | $5,232+520.7% | $6,410+406.6% | $5,403+501.1% |