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 | $212,617 | $81,900+159.6% | $119,609+77.8% | $68,494+210.4% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -21.37% | -23.82%+2.5pp | -14.97%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $846 | $2,693-68.6% | $4,232-80.0% | $2,596-67.4% |
| Participant deferral / active EE | $3,967 | $4,148-4.4% | $5,602-29.2% | $4,027-1.5% |
| Admin fee / account holder | $15,439 | $6,582+134.6% | $10,323+49.6% | $5,403+185.8% |