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 | $186,900 | $56,053+233.4% | $75,972+146.0% | $80,856+131.2% |
| Participation rate | 97.8% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | -3.02% | 20.53%-23.6pp | 359.55%-362.6pp | 35.59%-38.6pp |
| Employer contribution / active EE | $1,465 | $1,874-21.8% | $2,685-45.4% | $2,755-46.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $34,775 | $5,234+564.5% | $6,467+437.8% | $6,918+402.7% |