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 | $125,855 | $71,883+75.1% | $86,677+45.2% | $68,494+83.7% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -18.86% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $7,692 | $2,173+254.0% | $2,836+171.2% | $2,596+196.3% |
| Participant deferral / active EE | $2,583 | $3,779-31.6% | $4,656-44.5% | $4,027-35.9% |
| Admin fee / account holder | $21,779 | $6,112+256.3% | $7,493+190.6% | $5,403+303.1% |