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 | $165,887 | $64,707+156.4% | $112,228+47.8% | $68,494+142.2% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -20.53% | -11.40%-9.1pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,734 | $2,746+108.8% | $3,635+57.8% | $2,596+120.9% |
| Participant deferral / active EE | $9,638 | $3,565+170.4% | $4,728+103.8% | $4,027+139.3% |
| Admin fee / account holder | $6,863 | $5,232+31.2% | $6,410+7.1% | $5,403+27.0% |