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 4-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 | $152,097 | $56,357+169.9% | $104,294+45.8% | $68,494+122.1% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -20.06% | -9.19%-10.9pp | 24.61%-44.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $8,703 | $1,960+344.0% | $3,372+158.1% | $2,596+235.2% |
| Participant deferral / active EE | $6,135 | $3,077+99.4% | $4,625+32.7% | $4,027+52.3% |
| Admin fee / account holder | $1,526 | $4,903-68.9% | $7,339-79.2% | $5,403-71.8% |