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 | $187,704 | $71,883+161.1% | $86,677+116.6% | $68,494+174.0% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -24.54% | 3.52%-28.1pp | 35.91%-60.5pp | -7.84%-16.7pp |
| Employer contribution / active EE | $2,430 | $2,173+11.8% | $2,836-14.3% | $2,596-6.4% |
| Participant deferral / active EE | $3,117 | $3,779-17.5% | $4,656-33.1% | $4,027-22.6% |
| Admin fee / account holder | $28,990 | $6,112+374.3% | $7,493+286.9% | $5,403+436.6% |