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 | $160,396 | $62,586+156.3% | $76,768+108.9% | $64,186+149.9% |
| Participation rate | 82.7% | 72.8%+9.9pp | 77.0%+5.7pp | 69.6%+13.1pp |
| Annual return | -7.82% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,346 | $1,832+246.4% | $2,485+155.3% | $2,381+166.5% |
| Participant deferral / active EE | $6,624 | $3,145+110.6% | $3,852+72.0% | $3,470+90.9% |
| Admin fee / account holder | $727 | $4,667-84.4% | $6,675-89.1% | $4,888-85.1% |