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 | $211,259 | $77,813+171.5% | $123,544+71.0% | $64,186+229.1% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -10.24% | 12.48%-22.7pp | 119.20%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $6,278 | $3,014+108.3% | $4,628+35.7% | $2,381+163.7% |
| Participant deferral / active EE | $10,800 | $5,240+106.1% | $6,426+68.1% | $3,470+211.3% |
| Admin fee / account holder | $774 | $5,519-86.0% | $9,284-91.7% | $4,888-84.2% |