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 | $218,068 | $71,883+203.4% | $86,677+151.6% | $68,494+218.4% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -20.37% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,713 | $2,173+162.9% | $2,836+101.4% | $2,596+120.0% |
| Participant deferral / active EE | $4,976 | $3,779+31.7% | $4,656+6.9% | $4,027+23.6% |
| Admin fee / account holder | $31,294 | $6,112+412.0% | $7,493+317.6% | $5,403+479.2% |