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 6-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 | $76,228 | $64,707+17.8% | $112,228-32.1% | $68,494+11.3% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -24.06% | -11.40%-12.7pp | 27.45%-51.5pp | -7.84%-16.2pp |
| Employer contribution / active EE | $16,180 | $2,746+489.3% | $3,635+345.2% | $2,596+523.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,597 | $5,232+7.0% | $6,410-12.7% | $5,403+3.6% |