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 | $167,232 | $64,707+158.4% | $112,228+49.0% | $68,494+144.2% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -20.23% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,246 | $2,746+18.2% | $3,635-10.7% | $2,596+25.0% |
| Participant deferral / active EE | $5,051 | $3,565+41.7% | $4,728+6.8% | $4,027+25.4% |
| Admin fee / account holder | $465 | $5,232-91.1% | $6,410-92.7% | $5,403-91.4% |