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 | $163,388 | $123,793+32.0% | $177,821-8.1% | $79,858+104.6% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | -20.25% | 22.82%-43.1pp | 48.32%-68.6pp | 31.71%-52.0pp |
| Employer contribution / active EE | $13,267 | $4,095+224.0% | $5,918+124.2% | $2,471+436.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,826 | $7,243-74.8% | $12,427-85.3% | $5,306-65.6% |