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 | $220,971 | $64,707+241.5% | $112,228+96.9% | $68,494+222.6% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -20.73% | -11.40%-9.3pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $8,222 | $2,746+199.4% | $3,635+126.2% | $2,596+216.7% |
| Participant deferral / active EE | $9,947 | $3,565+179.0% | $4,728+110.4% | $4,027+147.0% |
| Admin fee / account holder | $15,928 | $5,232+204.4% | $6,410+148.5% | $5,403+194.8% |