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 | $156,963 | $99,985+57.0% | $146,665+7.0% | $85,850+82.8% |
| Participation rate | 98.4% | 73.1%+25.3pp | 80.1%+18.3pp | 69.3%+29.0pp |
| Annual return | -3.29% | 18.93%-22.2pp | 22.74%-26.0pp | 318.53%-321.8pp |
| Employer contribution / active EE | $4,098 | $2,559+60.2% | $4,136-0.9% | $2,565+59.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,083 | $7,702-60.0% | $10,280-70.0% | $6,260-50.7% |