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 6-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 | $190,747 | $167,307+14.0% | $143,757+32.7% | $134,475+41.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.04% | 0.46%-36.5pp | -0.04%-36.0pp | 417.96%-454.0pp |
| Employer contribution / active EE | $1,588 | $5,619-71.7% | $4,951-67.9% | $4,740-66.5% |
| Participant deferral / active EE | $11,225 | $6,446+74.1% | $5,637+99.1% | $6,400+75.4% |
| Admin fee / account holder | $29,562 | $18,088+63.4% | $14,673+101.5% | $11,426+158.7% |