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 | $160,891 | $87,013+84.9% | $106,213+51.5% | $80,856+99.0% |
| Participation rate | 97.9% | 70.4%+27.4pp | 75.3%+22.6pp | 67.6%+30.2pp |
| Annual return | -0.24% | 17.05%-17.3pp | 116.14%-116.4pp | 35.59%-35.8pp |
| Employer contribution / active EE | $9,943 | $2,395+315.1% | $3,171+213.5% | $2,755+260.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,039 | $8,431+7.2% | $11,033-18.1% | $6,918+30.7% |