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 | $221,995 | $71,883+208.8% | $86,677+156.1% | $68,494+224.1% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -23.50% | 3.52%-27.0pp | 35.91%-59.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $9,430 | $2,173+334.0% | $2,836+232.5% | $2,596+263.2% |
| Participant deferral / active EE | $4,150 | $3,779+9.8% | $4,656-10.9% | $4,027+3.0% |
| Admin fee / account holder | $573 | $6,112-90.6% | $7,493-92.3% | $5,403-89.4% |