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 | $217,177 | $40,256+439.5% | $57,343+278.7% | $59,632+264.2% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.2pp | 68.7%+24.7pp |
| Annual return | -2.78% | 27.49%-30.3pp | 24.39%-27.2pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $29,257 | $1,922+1422.3% | $2,689+988.2% | $2,203+1228.3% |
| Participant deferral / active EE | $7,319 | $2,399+205.0% | $3,162+131.4% | $3,192+129.3% |
| Admin fee / account holder | $11,845 | $2,818+320.4% | $3,356+253.0% | $4,297+175.6% |