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 | $167,523 | $71,883+133.0% | $86,677+93.3% | $68,494+144.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -22.61% | 3.52%-26.1pp | 35.91%-58.5pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,719 | $2,173+71.2% | $2,836+31.1% | $2,596+43.2% |
| Participant deferral / active EE | $7,268 | $3,779+92.4% | $4,656+56.1% | $4,027+80.5% |
| Admin fee / account holder | $1,471 | $6,112-75.9% | $7,493-80.4% | $5,403-72.8% |