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 | $145,188 | $62,586+132.0% | $76,768+89.1% | $64,186+126.2% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.9pp | 69.6%+28.3pp |
| Annual return | -7.67% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,916 | $1,832+441.3% | $2,485+299.0% | $2,381+316.5% |
| Participant deferral / active EE | $4,062 | $3,145+29.2% | $3,852+5.5% | $3,470+17.1% |
| Admin fee / account holder | $2,356 | $4,667-49.5% | $6,675-64.7% | $4,888-51.8% |