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 | $243,132 | $71,883+238.2% | $86,677+180.5% | $68,494+255.0% |
| Participation rate | 84.5% | 72.2%+12.2pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -24.88% | 3.52%-28.4pp | 35.91%-60.8pp | -7.84%-17.0pp |
| Employer contribution / active EE | $6,402 | $2,173+194.7% | $2,836+125.7% | $2,596+146.6% |
| Participant deferral / active EE | $7,832 | $3,779+107.3% | $4,656+68.2% | $4,027+94.5% |
| Admin fee / account holder | $5,672 | $6,112-7.2% | $7,493-24.3% | $5,403+5.0% |