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 | $187,709 | $71,883+161.1% | $86,677+116.6% | $68,494+174.1% |
| Participation rate | 86.6% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,688 | $2,173+207.8% | $2,836+135.8% | $2,596+157.6% |
| Participant deferral / active EE | $12,077 | $3,779+219.6% | $4,656+159.4% | $4,027+199.9% |
| Admin fee / account holder | $1,076 | $6,112-82.4% | $7,493-85.6% | $5,403-80.1% |