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 | $173,637 | $71,883+141.6% | $86,677+100.3% | $68,494+153.5% |
| Participation rate | 98.1% | 72.2%+25.9pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -18.95% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,069 | $2,173+225.3% | $2,836+149.2% | $2,596+172.3% |
| Participant deferral / active EE | $9,921 | $3,779+162.6% | $4,656+113.1% | $4,027+146.4% |
| Admin fee / account holder | $5,962 | $6,112-2.5% | $7,493-20.4% | $5,403+10.3% |