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 | $169,061 | $73,867+128.9% | $143,757+17.6% | $68,494+146.8% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -21.95% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $2,629 | $3,184-17.4% | $4,951-46.9% | $2,596+1.3% |
| Participant deferral / active EE | $5,515 | $3,384+62.9% | $5,637-2.2% | $4,027+36.9% |
| Admin fee / account holder | $20,074 | $5,755+248.8% | $14,673+36.8% | $5,403+271.5% |