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 | $193,757 | $110,094+76.0% | $151,611+27.8% | $68,494+182.9% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -22.60% | -10.12%-12.5pp | 3.33%-25.9pp | -7.84%-14.8pp |
| Employer contribution / active EE | $4,718 | $4,471+5.5% | $6,166-23.5% | $2,596+81.7% |
| Participant deferral / active EE | $9,714 | $6,527+48.8% | $8,363+16.2% | $4,027+141.2% |
| Admin fee / account holder | $339 | $7,719-95.6% | $11,616-97.1% | $5,403-93.7% |