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 | $211,480 | $77,813+171.8% | $123,544+71.2% | $64,186+229.5% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -10.87% | 12.48%-23.4pp | 119.20%-130.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $14,902 | $3,014+394.4% | $4,628+222.0% | $2,381+525.9% |
| Participant deferral / active EE | $10,780 | $5,240+105.7% | $6,426+67.8% | $3,470+210.7% |
| Admin fee / account holder | $1,479 | $5,519-73.2% | $9,284-84.1% | $4,888-69.7% |