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 | $218,725 | $71,883+204.3% | $86,677+152.3% | $68,494+219.3% |
| Participation rate | 92.1% | 72.2%+19.8pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -20.06% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $4,762 | $2,173+119.2% | $2,836+67.9% | $2,596+83.4% |
| Participant deferral / active EE | $5,265 | $3,779+39.3% | $4,656+13.1% | $4,027+30.7% |
| Admin fee / account holder | $18,147 | $6,112+196.9% | $7,493+142.2% | $5,403+235.9% |