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 9-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 | $169,795 | $76,000+123.4% | $154,107+10.2% | $64,186+164.5% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -8.45% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,659 | $3,351+9.2% | $5,298-30.9% | $2,381+53.7% |
| Participant deferral / active EE | $1,620 | $3,175-49.0% | $5,081-68.1% | $3,470-53.3% |
| Admin fee / account holder | $3,903 | $5,596-30.3% | $13,411-70.9% | $4,888-20.2% |