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 | $161,445 | $71,883+124.6% | $86,677+86.3% | $68,494+135.7% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -19.85% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,452 | $2,173+58.9% | $2,836+21.7% | $2,596+33.0% |
| Participant deferral / active EE | $10,437 | $3,779+176.2% | $4,656+124.2% | $4,027+159.2% |
| Admin fee / account holder | $2,053 | $6,112-66.4% | $7,493-72.6% | $5,403-62.0% |