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 | $225,143 | $73,867+204.8% | $143,757+56.6% | $68,494+228.7% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -19.64% | 1.01%-20.7pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $11,263 | $3,184+253.7% | $4,951+127.5% | $2,596+333.8% |
| Participant deferral / active EE | $7,192 | $3,384+112.5% | $5,637+27.6% | $4,027+78.6% |
| Admin fee / account holder | $923 | $5,755-84.0% | $14,673-93.7% | $5,403-82.9% |