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 | $187,111 | $62,586+199.0% | $76,768+143.7% | $64,186+191.5% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -8.76% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,636 | $1,832+43.9% | $2,485+6.1% | $2,381+10.7% |
| Participant deferral / active EE | $6,277 | $3,145+99.6% | $3,852+63.0% | $3,470+80.9% |
| Admin fee / account holder | $27,578 | $4,667+490.9% | $6,675+313.2% | $4,888+464.2% |