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 | $149,433 | $73,867+102.3% | $143,757+3.9% | $68,494+118.2% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.6pp | 67.9%+15.0pp |
| Annual return | -20.25% | 1.01%-21.3pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $8,189 | $3,184+157.2% | $4,951+65.4% | $2,596+215.4% |
| Participant deferral / active EE | $4,748 | $3,384+40.3% | $5,637-15.8% | $4,027+17.9% |
| Admin fee / account holder | $67,030 | $5,755+1064.8% | $14,673+356.8% | $5,403+1140.7% |