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 | $207,205 | $71,883+188.3% | $86,677+139.1% | $68,494+202.5% |
| Participation rate | 97.2% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | -19.23% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,230 | $2,173+94.7% | $2,836+49.1% | $2,596+62.9% |
| Participant deferral / active EE | $8,530 | $3,779+125.8% | $4,656+83.2% | $4,027+111.8% |
| Admin fee / account holder | $14,710 | $6,112+140.7% | $7,493+96.3% | $5,403+172.3% |