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 | $110,812 | $27,641+300.9% | $61,373+80.6% | $68,494+61.8% |
| Participation rate | 96.7% | 39.5%+57.2pp | 52.6%+44.1pp | 67.9%+28.8pp |
| Annual return | -30.09% | -13.24%-16.8pp | 338.61%-368.7pp | -7.84%-22.2pp |
| Employer contribution / active EE | $3,333 | $695+379.3% | $1,159+187.5% | $2,596+28.4% |
| Participant deferral / active EE | $1,954 | $1,263+54.7% | $2,125-8.1% | $4,027-51.5% |
| Admin fee / account holder | $6,771 | $2,010+236.9% | $2,130+217.9% | $5,403+25.3% |