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 | $158,144 | $64,707+144.4% | $112,228+40.9% | $68,494+130.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.35% | -11.40%-9.9pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $9,459 | $2,746+244.5% | $3,635+160.2% | $2,596+264.3% |
| Participant deferral / active EE | $8,203 | $3,565+130.1% | $4,728+73.5% | $4,027+103.7% |
| Admin fee / account holder | $9,443 | $5,232+80.5% | $6,410+47.3% | $5,403+74.8% |