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 | $172,062 | $50,958+237.7% | $74,550+130.8% | $64,186+168.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -9.33% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,284 | $1,115+104.8% | $1,961+16.5% | $2,381-4.1% |
| Participant deferral / active EE | $7,271 | $2,301+215.9% | $3,108+133.9% | $3,470+109.6% |
| Admin fee / account holder | $14,221 | $4,223+236.8% | $5,060+181.1% | $4,888+190.9% |