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 | $182,392 | $64,707+181.9% | $112,228+62.5% | $68,494+166.3% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.6pp |
| Annual return | -21.61% | -11.40%-10.2pp | 27.45%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,731 | $2,746-36.9% | $3,635-52.4% | $2,596-33.3% |
| Participant deferral / active EE | $3,862 | $3,565+8.3% | $4,728-18.3% | $4,027-4.1% |
| Admin fee / account holder | $5,019 | $5,232-4.1% | $6,410-21.7% | $5,403-7.1% |