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 | $150,580 | $95,862+57.1% | $79,550+89.3% | $134,475+12.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -20.61% | -2.69%-17.9pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $7,496 | $3,128+139.6% | $2,413+210.6% | $4,740+58.2% |
| Participant deferral / active EE | $2,186 | $4,693-53.4% | $3,985-45.1% | $6,400-65.8% |
| Admin fee / account holder | $9,377 | $9,126+2.8% | $6,832+37.2% | $11,426-17.9% |