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 | $192,865 | $63,861+202.0% | $104,607+84.4% | $79,858+141.5% |
| Participation rate | 86.2% | 64.9%+21.3pp | 74.1%+12.1pp | 69.6%+16.6pp |
| Annual return | -6.45% | 21.30%-27.8pp | 340.46%-346.9pp | 31.71%-38.2pp |
| Employer contribution / active EE | $15,538 | $1,588+878.3% | $2,681+479.6% | $2,471+528.9% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,318 | $4,185+98.8% | $6,473+28.5% | $5,306+56.8% |