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 | $225,843 | $71,883+214.2% | $86,677+160.6% | $68,494+229.7% |
| Participation rate | 94.7% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -18.90% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,995 | $2,173+37.8% | $2,836+5.6% | $2,596+15.3% |
| Participant deferral / active EE | $13,404 | $3,779+254.7% | $4,656+187.9% | $4,027+232.8% |
| Admin fee / account holder | $18,858 | $6,112+208.6% | $7,493+151.7% | $5,403+249.1% |