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 | $125,164 | $77,813+60.9% | $123,544+1.3% | $64,186+95.0% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -8.43% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $16,453 | $3,014+445.9% | $4,628+255.5% | $2,381+591.1% |
| Participant deferral / active EE | $18,074 | $5,240+244.9% | $6,426+181.3% | $3,470+420.9% |
| Admin fee / account holder | $2,746 | $5,519-50.2% | $9,284-70.4% | $4,888-43.8% |