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 | $169,792 | $77,813+118.2% | $123,544+37.4% | $64,186+164.5% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -8.20% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $13,270 | $3,014+340.3% | $4,628+186.7% | $2,381+457.4% |
| Participant deferral / active EE | $11,353 | $5,240+116.7% | $6,426+76.7% | $3,470+227.2% |
| Admin fee / account holder | $8,113 | $5,519+47.0% | $9,284-12.6% | $4,888+66.0% |