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 | $186,142 | $93,571+98.9% | $135,903+37.0% | $75,163+147.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 0.20% | 30.90%-30.7pp | 68.23%-68.0pp | 160.62%-160.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,606 | $6,404-12.5% | $7,758-27.7% | $4,125+35.9% |
| Admin fee / account holder | $2,498 | $6,975-64.2% | $10,762-76.8% | $5,651-55.8% |