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 4-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 | $159,182 | $64,707+146.0% | $112,228+41.8% | $68,494+132.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.93% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $10,424 | $2,746+279.6% | $3,635+186.8% | $2,596+301.5% |
| Participant deferral / active EE | $7,778 | $3,565+118.2% | $4,728+64.5% | $4,027+93.1% |
| Admin fee / account holder | $1,693 | $5,232-67.6% | $6,410-73.6% | $5,403-68.7% |