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 5-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 | $120,483 | $66,302+81.7% | $110,238+9.3% | $56,287+114.1% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.2pp |
| Annual return | -7.87% | -1.18%-6.7pp | 314.74%-322.6pp | -9.96%+2.1pp |
| Employer contribution / active EE | $3,645 | $2,047+78.0% | $3,826-4.8% | $2,111+72.6% |
| Participant deferral / active EE | $6,161 | $3,381+82.2% | $4,672+31.9% | $3,350+83.9% |
| Admin fee / account holder | $1,568 | $698+124.4% | $8,547-81.7% | $521+200.9% |