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 | $157,041 | $62,586+150.9% | $76,768+104.6% | $64,186+144.7% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -9.73% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $6,257 | $1,832+241.5% | $2,485+151.8% | $2,381+162.8% |
| Participant deferral / active EE | $7,145 | $3,145+127.2% | $3,852+85.5% | $3,470+105.9% |
| Admin fee / account holder | $5,608 | $4,667+20.2% | $6,675-16.0% | $4,888+14.7% |