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 | $189,886 | $71,883+164.2% | $86,677+119.1% | $68,494+177.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.32% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $8,523 | $2,173+292.3% | $2,836+200.5% | $2,596+228.3% |
| Participant deferral / active EE | $7,942 | $3,779+110.2% | $4,656+70.6% | $4,027+97.2% |
| Admin fee / account holder | $4,929 | $6,112-19.3% | $7,493-34.2% | $5,403-8.8% |