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 | $185,504 | $73,867+151.1% | $143,757+29.0% | $68,494+170.8% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -21.45% | 1.01%-22.5pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $8,074 | $3,184+153.6% | $4,951+63.1% | $2,596+211.0% |
| Participant deferral / active EE | $5,814 | $3,384+71.8% | $5,637+3.1% | $4,027+44.4% |
| Admin fee / account holder | $4,615 | $5,755-19.8% | $14,673-68.5% | $5,403-14.6% |