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 | $152,958 | $72,177+111.9% | $115,037+33.0% | $59,632+156.5% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -2.93% | 12.02%-15.0pp | 26.14%-29.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $7,989 | $2,841+181.2% | $4,608+73.4% | $2,203+262.7% |
| Participant deferral / active EE | $3,466 | $4,783-27.5% | $6,026-42.5% | $3,192+8.6% |
| Admin fee / account holder | $1,365 | $4,927-72.3% | $8,175-83.3% | $4,297-68.2% |